Mark B Haynes
Investment adviser representative at Wealth Management
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Wealth ManagementJan 2024 to now
- Wealth Management NebraskaJan 2024 to now
- Epic Trust Financial GroupNov 2020 to Jan 2024
- Moss Adams LLPMay 2017 to Oct 2020
- Bloomfield CfoJan 2017 to May 2017
- Brigham Young UniversityJan 2012 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NE, WA).
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
- 7658179
- Firm CRD
- 137080