Thomas Joseph Pohlen
Investment adviser representative at Wealth Management
11 yearsExperience
1 stateRegistered in
$3.7BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Wealth ManagementJun 2021 to now
- Retirement Plan ConsultantsMar 2019 to now
- Index Fund AdvisorsJan 2018 to Mar 2019
- Laurel Wealth AdvisorsOct 2017 to Jan 2018
- Index Fund AdvisorsMay 2015 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wealth Management
Legal name: Wealth Management Nebraska LLC
$3.7BAssets managed
4,751Clients
47Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6906271
- Firm CRD
- 137080