Nelson, Van Denburg & Campbell Wealth Management is an investment advisor in Omaha with $2.31 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
264010495
SEC advisor number
801-69773
FINRA CRD number
148674
AUM ?
$2.31 bn
(as of 21 Nov 22)
Accounts
2,451
(as of 21 Nov 22)
Employees
85
(72 investment advisory or research)
Address
Nelson, Van Denburg & Campbell Wealth Management
14301 FIRST NATIONAL BANK PARKWAY
#110
OMAHA
NE 68154
14301 FIRST NATIONAL BANK PARKWAY
#110
OMAHA
NE 68154
Office hours
Monday - Friday, 8AM TO 4:30PM
Phone
402-218-4064
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Esch, Stephen, Laurence | Member | 03/2020 | 5-10% |
Campbell, Britt, E | Member | 04/2011 | 25-50% |
Mcmahon, Andrea, Patricia | Member | 09/2017 | 10-25% |
Bohrer, Cynthia | Member | 03/2020 | < 5% |
sanley, elizabeth, rose | Member | 03/2020 | < 5% |
Nelson, Jay, Michael Eric | Member | 03/2020 | < 5% |
Cavey, Scott, Timothy | Member | 07/2020 | 10-25% |
Heiden, Joshua, Samuel | Member | 12/2020 | < 5% |
ELKINS, RYAN, Scott | Member | 12/2020 | < 5% |
Ryherd, Steven | Member | 12/2020 | < 5% |
Hamilton, Eric, Edward | Chief Compliance Officer, | 12/2020 | < 5% |
Pflueger, Michael | Member | 03/2022 | < 5% |
Stanley, Donald, Wayne | Member | 03/2022 | < 5% |
Ennenga, Larry, Edward | Member | 03/2022 | < 5% |
Pogreba, Mark, Edward | Member | 03/2022 | < 5% |
Seaton, Joni, Kay | Member | 03/2022 | < 5% |
Kuehl, Bruce, Cameron | Owner | 07/2022 | 10-25% |
Goben, Rodney, Wayne | Owner | 01/2022 | 5-10% |
Trub, Christopher | Owner | 07/2022 | < 5% |
Eaton, John, M | Owner | 07/2022 | < 5% |
Steinke, Klaus, G | Owner | 07/2022 | < 5% |
Loewen, Sandra, Koppen | Owner | 07/2022 | < 5% |
Hudson, Nathan, Andrew | Owner | 07/2022 | < 5% |
Weintraub, Jonathan, Craig | Owner | 07/2022 | < 5% |
Mollak, Timothy, David | Owner | 07/2022 | < 5% |
Hahm, Nathanael, Micah | Owner | 07/2022 | < 5% |
Schmitz, Leah, Marie | Owner | 07/2022 | < 5% |
Smith, Curtis, Lee | Owner | 10/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
2 Nov 21