Wealthplan Partners
Wealthplan Partners (CRD# 305026) is a financial advisory firm headquartered in Omaha, NE. They manage $1,812,736,244 in 8,894 accounts and serve the financial needs of clients across 40 states (or territories).
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Total Assets Under Management1,813MILLION
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Total Number of Accounts8,894ACCOUNTS
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Average Account Value$203,816
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY
Jeremy Armagost (CRD# 5401158) is an Investment Advisor Representative working at Wealthplan Partners in Kearney, NE and has over 16 years of experience in the finance industry.
Randall Coble (CRD# 2232121) is an Investment Advisor Representative working at Wealthplan Partners in Overland Park, KS and has over 31 years of experience in the finance industry.
Steven Druckman (CRD# 5345067) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 16 years of experience in the finance industry.
Daniel Feltz (CRD# 2138413) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 33 years of experience in the finance industry.
Ryan Feltz (CRD# 4540462) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 20 years of experience in the finance industry.
Richard Holle (CRD# 2084676) is an Investment Advisor Representative working at Wealthplan Partners in Bayonne, NJ and has over 30 years of experience in the finance industry.
Joseph McClellan (CRD# 2403907) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 30 years of experience in the finance industry.
Brent McCune (CRD# 1342845) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 39 years of experience in the finance industry.
Michael Moravec (CRD# 2997871) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 26 years of experience in the finance industry.
James Obrien (CRD# 5623739) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 14 years of experience in the finance industry.