John Dannenbring
AlphaOmega Wealth Management · Lincoln, Nebraska
John Dannenbring is a fee-only financial advisor at AlphaOmega Wealth Management in Lincoln, Nebraska, who holds the CFP credential. John charges a percentage of assets (1.35% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | AlphaOmega Wealth Management |
|---|---|
| Based in | Lincoln, Nebraska |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.35% a year on the first tier of assets managed · A $500,000 asset minimum |
| Works virtually | Yes |
| Assets under management | $20.2M across 98 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NE, TX · CRD 6715924 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wealthao.com |
| Profile |
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Questions about John
Is John Dannenbring a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and AlphaOmega Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John charges a percentage of assets.
How much does John charge?
According to AlphaOmega Wealth Management's website, checked October 30, 2026: 1.35% a year on the first tier of assets managed; a $500,000 asset minimum.
Does John work with clients virtually?
Yes. AlphaOmega Wealth Management says on its website that it works with clients remotely.
Where is John Dannenbring based?
John Dannenbring is based in Lincoln, Nebraska.
What does John specialize in?
John's specialties include retirement planning, tax planning and estate & legacy planning. John works with pre-retirees.
What credentials does John Dannenbring hold?
John Dannenbring holds the CFP credential.
Is John Dannenbring registered with the SEC?
Yes. John Dannenbring is registered as an investment adviser representative in NE and TX (CRD 6715924), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AlphaOmega Wealth Management manage?
AlphaOmega Wealth Management reports $20.2M across 98 accounts in assets under management.
How do I contact John Dannenbring?
Through John's website, www.wealthao.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- AlphaOmega Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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