Wealthplan Partners
Wealthplan Partners (CRD# 158935) is a financial advisory firm headquartered in Omaha, NE. They manage $1,665,378,328 in 7,340 accounts and serve the financial needs of clients across 38 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,665MILLION
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Total Number of Accounts7,340ACCOUNTS
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Average Account Value$226,891
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
Registered Investment Advisor
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
No Advisor Found.
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