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).

Current Firm Details
101 South 108th Avenue, Omaha, NE 68154
https://www.linkedin.com/in/charles-e-prather-iv-cfa-cfp%c2%ae-71a47812/
By the Numbers
  • Total Assets Under Management
    1,813
    MILLION
  • Total Number of Accounts
    8,894
    ACCOUNTS
  • Average Account Value
    $203,816
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY

Financial Advisors at Wealthplan Partners
Showing 21 - 22 of 22 top financial advisors.
21
Dillon Schutte, financial advisor Omaha NE
Dillon T. Schutte
CRD#: 7470528
101 South 108th Avenue, Omaha, NE 68154

Dillon Schutte (CRD# 7470528) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has 1 year of experience in the finance industry.

22
Anthony Stoll, financial advisor Camanche IA
Anthony J. Stoll
CRD#: 7147882
1805 South Washington Blvd., Camanche, IA 52730

Anthony Stoll (CRD# 7147882) is an Investment Advisor Representative working at Wealthplan Partners in Camanche, IA and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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