CapEdge
Loading...
Advanced
What's new? Log in Free sign up
  • Home
  • Sectors & IndustriesSectors
  • Earnings
  • IPOs
  • SPACs
  • Transcripts
  • Insider
  • Institutional
  • Crypto
  • Screeners
  • Reddit
  • Splits
  • Company Dashboard
  • Filings
  • Holdings

Nelson, Van Denburg & Campbell Wealth Management

Company Profile
Nelson, Van Denburg & Campbell Wealth Management is an investment advisor in Omaha with $2.31 bn assets under management.

Company profile

Website
www.linkedin/company/2094158
Employees
Incorporated
Nebraska
Location
Nebraska
Fiscal year end
Dec 31
SEC CIK
0001599868
IRS number
264010495
SEC advisor number
801-69773
FINRA CRD number
148674
AUM ?
$2.31 bn (as of 25 Jul 22)
Accounts
2,451 (as of 25 Jul 22)
Employees
78 (65 investment advisory or research)
Address
Nelson, Van Denburg & Campbell Wealth Management
14301 FIRST NATIONAL BANK PARKWAY
#110
OMAHA
NE 68154
Office hours
Monday - Friday, 8AM TO 4:30PM
Phone
402-218-4064
Brochures
  • Avior 10.01.2022 (20 Oct 22)

Ownership

Owner Title From %Ownership
Campbell, Britt, E Member 04/2011 25-50%
Mcmahon, Andrea, Patricia Member 09/2017 10-25%
Bohrer, Cynthia Member 03/2020 < 5%
Esch, Stephen, Laurence Member 03/2020 5-10%
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%
Latest filings (excl ownership)
No filings
Latest ownership filings
View all
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
13F-HR
Quarterly holdings report by institutional manager
27 Jul 21
13F-HR
Quarterly holdings report by institutional manager
11 May 21
13F-HR
Quarterly holdings report by institutional manager
9 Feb 21
13F-HR
Quarterly holdings report by institutional manager
20 Oct 20
13F-HR
Quarterly holdings report by institutional manager
2 Jul 20
Finsight
Resources
  • Knowledgebase
  • Log In
  • Register
Company
  • About
  • Contact
  • Solutions
Products
  • Deal Roadshow
  • DealVDR
  • Evercall
  • Finsight.com
CapEdge
  • Earnings Calendar
  • Earnings Transcripts
  • EDGAR Filing Screener
  • IPO Calendar
  • Compliance
  • Privacy
  • Security
  • Terms
AngelList LinkedIn