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Ellerbrock-Norris Wealth Strategies LLC

EST. AUM
$171,618,658

CONTACTS
2

CLIENT ACCOUNTS
342

Firm Details

Metro area Omaha
CRD Number 295099
Website en-ws.com
Client types

Overview

Ellerbrock‑Norris Wealth Strategies, LLC is an independent, fee-based registered investment adviser located in Omaha, Nebraska. The firm emphasizes a fiduciary duty and positions itself distinctly from commission-driven advisors. It serves a selective clientele—primarily business owners and high-net-worth individuals—through personalized wealth and retirement planning, estate planning, tax planning, and charitable giving, grounded in long-term financial objectives.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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