Au Wealthplan

Au Wealthplan (CRD# 159438) is a financial advisory firm headquartered in , . They manage $945,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $94,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NE

Financial Advisors at Au Wealthplan
Showing 1 - 1 of 1 top financial advisors.
1
Alan S. Unger
CRD#: 5021371
Omaha, NE
93
Wealthminder
score

Alan Unger (CRD# 5021371) is an Investment Advisor Representative working at Au Wealthplan in Omaha, NE and has over 11 years of experience in the finance industry.

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