Wealthplan Partners

Wealthplan Partners (CRD# 158935) is a financial advisory firm headquartered in Omaha, NE. They manage $988,111,577 in 2,583 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    988
    MILLION
  • Total Number of Accounts
    2,583
    ACCOUNTS
  • Average Account Value
    $382,544
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI

Financial Advisors at Wealthplan Partners
Showing 1 - 10 of 25 top financial advisors.
1
Jeremy R. Armagost
CRD#: 5401158
109 E. 52nd St., Suite 1, Kearney, NE 68847
96
Wealthminder
score

Jeremy Armagost (CRD# 5401158) is an Investment Advisor Representative working at Wealthplan Partners in Kearney, NE and has over 10 years of experience in the finance industry. Jeremy Armagost has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Roger S. Augustyn
CRD#: 1587934
11422 Miracle Hills Dr., Suite 310, Omaha, NE 68154
96
Wealthminder
score

Roger Augustyn (CRD# 1587934) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 25 years of experience in the finance industry.

3
Daniel P. Feltz
CRD#: 2138413
101 South 108th Avenue, 2nd Floor, Omaha, NE 68154
96
Wealthminder
score

Daniel Feltz (CRD# 2138413) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 27 years of experience in the finance industry. Daniel Feltz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kurt A. Kechely
CRD#: 1964761
4827 Pioneers Blvd., Suite A, Lincoln, NE 68506
96
Wealthminder
score

Kurt Kechely (CRD# 1964761) is an Investment Advisor Representative working at Wealthplan Partners in Lincoln, NE and has over 28 years of experience in the finance industry.

5
Charles E. Prather
CRD#: 1238110
8778 Wolf Court, Westminster, CO 80031
96
Wealthminder
score

Charles Prather (CRD# 1238110) is an Investment Advisor Representative working at Wealthplan Partners in Westminster, CO and has over 24 years of experience in the finance industry. Charles Prather has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Kimberly A. Stoll
CRD#: 1710448
1805 South Washington Blvd., Camanche, IA 52730
96
Wealthminder
score

Kimberly Stoll (CRD# 1710448) is an Investment Advisor Representative working at Wealthplan Partners in Camanche, IA and has over 30 years of experience in the finance industry. Kimberly Stoll has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Wade C. Behlen
CRD#: 5256921
101 South 108th Avenue, 2nd Floor, Omaha, NE 68154
93
Wealthminder
score

Wade Behlen (CRD# 5256921) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 11 years of experience in the finance industry.

8
John H. Carson
CRD#: 5672644
116 N. West Street, Suite 220, Raleigh, NC 27603
93
Wealthminder
score

John Carson (CRD# 5672644) is an Investment Advisor Representative working at Wealthplan Partners in Raleigh, NC and has over 8 years of experience in the finance industry.

9
Randall S. Coble
CRD#: 2232121
9001 W. 110th St. Suite 280, Overland Park, KS 66210
93
Wealthminder
score

Randall Coble (CRD# 2232121) is an Investment Advisor Representative working at Wealthplan Partners in Overland Park, KS and has over 26 years of experience in the finance industry.

10
Ryan M. Feltz
CRD#: 4540462
101 South 108th Avenue, 2nd Floor, Omaha, NE 68154
93
Wealthminder
score

Ryan Feltz (CRD# 4540462) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 14 years of experience in the finance industry.

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