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Kordell William Glause

Investment Adviser Representative at Wealth Management

Seward, NECRD #7148173Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kordell William Glause is an investment adviser representative with Wealth Management in Seward, NE, where they have been registered since 2023, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Nebraska.

Office

418 Seward St
Seward, NE 68434

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Nebraska

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/6/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Wealth ManagementCurrent
11/7/2023 – Seward, NE

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. GBE CPA
    Jan 2019 – Dec 2019Seward, NE
  2. Davisson Furniture
    May 2018 – Aug 2018Seward, NE
  3. GBE CPA
    Dec 2017 – Apr 2018Seward, NE
  4. Monsanto
    May 2017 – Aug 2017Waco, NE
  5. Village of Palmer
    May 2014 – Aug 2018Palmer, NE
  6. Concordia University
    Aug 2015 – May 2019Seward, NE
  7. TKB CPA's
    Dec 2019 – Sep 2021Lincoln, NE
  8. GBE CPA
    Sep 2021 – no end date reportedSeward, NE

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Wealth Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • Up to $199,9991.75%
  • $200,000 to $499,9991.50%
  • $500,000 to $999,9991.25%
  • $1,000,000 to $1,999,9991.00%

+4 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Retirement plan administration and management, custom plan design, complete setup and conversion, and hands-on services for plan operation and administration

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingPeriodicals and NewslettersEducational Seminars and Workshops
Firm areas of expertise
Retirement Plans403b PlansPlan AdministrationPlan DesignEducatorsPlan SponsorsFinancial Advisors

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
47
Offices listed on AdvisorFinder:
25
Main office:
Norfolk, NE
SEC file number:
801-65977

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 3, 2026

View full firm profile

Other advisors at Wealth Management

Showing 12 of 47 in the directory

View Wealth Management firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kordell William Glause has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kordell William Glause (Wealth Management) - Advisor Profile