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Ryan James Bourlier

Wealth Management

Norfolk, NE

Kimball, NE

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Current Employers
Wealth Management

125 South 4Th Street, Norfolk, NE 68701 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-01-02
  • NE RA
    APPROVED
    Since 2026-01-02

Branch Locations

125 South 4Th Street, Norfolk, NE 68701 • United States

109 S Walnut St, Kimball, NE 69145 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ryan J. Bourlier, Cpa Kimball NE 11/2018 Present
Willnerd & Associate, Llc Lincoln NE 12/2015 10/2018
  • 11/2018 → Present
    Ryan J. Bourlier, Cpa
    Kimball, NE
  • 12/2015 → 10/2018
    Willnerd & Associate, Llc
    Lincoln, NE
Other Businesses

Ryan J. Bourlier, CPA, NIR, Kimble, NE, 69145, Nature of Bus: Accounting; Accountant; Start 11/2018; Hours per month; 160; During trading hours 160; Duties: Tax and Management Nourishing Cup, LLC, NIR, 700 Marian St, Kimball, NE, 69145, Nature of Bus: Health Services; Agent; Start 11/2020; Hours per month; 1; During trading hours 1; Duties: Agent Kimball NE Citizen's Advisory Committee - non profit - 223 South Chestnut St Kimball, NE 69145 - Committee Member - 1 hour monthly/0 hours during security trading hours. Bourlier Gas Group - non profit - 109 S Walnut St Kimball, NE 69145- Coordinator - 1 hour monthly/0 hours during security trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-03
  • S65 Uniform Investment Adviser Law Examination
    2021-02-03

View on SEC IAPD

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