Wealth Management
40yrs
Top advisor by experience in Norfolk
6yrs
Ryan Bourlier is a fiduciary financial advisor in Norfolk, Nebraska, with 6 years in the industry. Ryan joined Wealth Management in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Wealth Management reports being 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
Experience6 years (since 2021)
How that compares ?6 years in the industry
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.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowWealth ManagementCurrent firm
Contact Ryan
(402) 371-1160Wealth Management main office 125 South 4th StreetNorfolk, NE 68701Office · Get directions
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Questions to ask Ryan
Tailored to Ryan’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
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About Ryan
How do I contact Ryan?
Call Wealth Management at (402) 371-1160 and ask for Ryan Bourlier. Ryan works from the Norfolk, NE office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Ryan hold?
Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan 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.
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