ELLERBROCK-NORRIS WEALTH STRATEGIES LLC
CRD #295099 SEC #801-132779 OMAHA, NE (402) 884-1320
SEC Registered
Total AUM
$110.6M
Discretionary
$0
Employees
3
Clients
10
Accounts
277
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nebraska
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROTT, RYAN, LEE | I | DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLERBROCK-NORRIS AGENCY, INC. | DE | MEMBER | E | Control |
Registrations
Federal
IA
Apr 14, 2025 REGISTERED
Notice Filings (2)
NE TX
Address
4331 NORTH 156TH STREETOMAHA, NE 68116
United States
Phone: (402) 884-1320