Wealthplan Investment Management LLC
Wealthplan Investment Management LLC (CRD# 311364) is a financial advisory firm headquartered in Omaha, NE. They manage $869,707,596 in 1,096 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management870MILLION
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Total Number of Accounts1,096ACCOUNTS
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Average Account Value$793,529
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, DE, FL, IA, IL, KS, MD, MN, MO, NE, NH, NJ, PA, SD, TN, TX
Wade Behlen (CRD# 5256921) is an Investment Advisor Representative working at Wealthplan Investment Management LLC in Omaha, NE and has over 17 years of experience in the finance industry.
Michael Brewer (CRD# 5546428) is an Investment Advisor Representative working at Wealthplan Investment Management LLC in Austin, TX and has over 15 years of experience in the finance industry.
Todd Feltz (CRD# 1030101) is an Investment Advisor Representative working at Wealthplan Investment Management LLC in Omaha, NE and has over 42 years of experience in the finance industry.
Kevin O'mara (CRD# 5097837) is an Investment Advisor Representative working at Wealthplan Investment Management LLC in Omaha, NE and has over 17 years of experience in the finance industry.
Brent Omara (CRD# 4260408) is an Investment Advisor Representative working at Wealthplan Investment Management LLC in Omaha, NE and has over 22 years of experience in the finance industry.
Mark Powers (CRD# 5283569) is an Investment Advisor Representative working at Wealthplan Investment Management LLC in Wilmington, DE and has over 7 years of experience in the finance industry.
Brenden Tauber (CRD# 7809793) is an Investment Advisor Representative working at Wealthplan Investment Management LLC in Omaha, NE and has 1 year of experience in the finance industry.