Duane Bazis

from Bazis Private Wealth, LLC
SEC regulated
Regulated Investment Advisor
Duane Bazis is a financial advisor based in Nebraska, Omaha, with 39 years of experience. Duane currently works for Bazis Private Wealth, LLC. Duane maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Duane Bazis works at Bazis Private Wealth, LLC
Bazis Private Wealth, LLC is a financial advisory firm based in Omaha, Nebraska. It currently has approximately $162,409,792 of assets under management and employs about 3 people. Bazis Private Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
14301 Fnb Parkway, Ste. 100, Omaha, Nebraska, 68154

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