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
Paul Pittman (CRD# 2570402) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 29 years of experience in the finance industry.
Jason Pott (CRD# 5611609) is an Investment Advisor Representative working at Wealthplan Partners in Westminster, CO and has over 15 years of experience in the finance industry.
Charles Prather (CRD# 1238110) is an Investment Advisor Representative working at Wealthplan Partners in Westminster, CO and has over 30 years of experience in the finance industry.
Michael Prestifilippo (CRD# 5516900) is an Investment Advisor Representative working at Wealthplan Partners in Morristown, NJ and has over 15 years of experience in the finance industry.
Jessica Rausch (CRD# 5730104) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 14 years of experience in the finance industry.
Tad Singer (CRD# 2802529) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 27 years of experience in the finance industry.
Kimberly Stoll (CRD# 1710448) is an Investment Advisor Representative working at Wealthplan Partners in Camanche, IA and has over 36 years of experience in the finance industry.
Robert Taylor (CRD# 2596525) is an Investment Advisor Representative working at Wealthplan Partners in Morristown, NJ and has over 28 years of experience in the finance industry.
Garth Terlizzi (CRD# 1014719) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 42 years of experience in the finance industry.
Austin Miller (CRD# 7295562) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 3 years of experience in the finance industry.