Wealth Management
40yrs
Top advisor by experience in Norfolk
23yrs
Based in Norfolk, Nebraska, David Smith is a fiduciary financial advisor with 23 years of industry experience. David has been with Wealth Management since 2019; before that, David spent two years at Blue Ocean Portfolios and four years at Decision Tree Wealth. Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 98 advisors with offices in Norfolk, and one of 84 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 18% by experience at Wealth Management
Office125 South 4th Street, Norfolk, NE 68701
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$363,832
Advisors at the firm45
States licensed ?1 state
Services through Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowWealth ManagementCurrent firm
- Jan 2016 – Jan 2018Blue Ocean Portfolios, LLCPreviously
- 2011 – 2016Decision Tree WealthPreviously
- Feb 2011 – Oct 2011Blue Ocean Portfolios, LLCPreviously
Contact David
(402) 371-1160Wealth Management main office 125 South 4th StreetNorfolk, NE 68701Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Wealth Management at (402) 371-1160 and ask for David Smith. David works from the Norfolk, NE office.
How long has David been a financial advisor?
David has been in the industry since 2003, about 23 years. Top 18% by experience at Wealth Management.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
40yrs
Top 2% by experience in Norfolk
Edward Jones
39yrs
Top 1% by experience at Edward Jones
Osaic Wealth
39yrs
Top 4% by experience in Norfolk
LPL Financial
37yrs
Top 5% by experience in Norfolk
Ameriprise Financial Services
37yrs
Top 5% by experience in Nebraska