WEALTHPLAN INVESTMENT MANAGEMENT LLC is a Omaha, Nebraska based financial advisory firm with nearly $988,870,507 in assets under management and provides investment advisory services for 2114 clients. There are currently 29 financial advisors at the firm.
General Information |
| Firm CRD#: | 311364 | |
| SEC#: | 801-120004 | |
| Assets under Management: | $988,870,507 | |
| No. of Clients: | 2114 | |
| No. of Advisors: | 29 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Other (TURNKEY ASSET MANAGEMENT PROVIDER PLATFORM & CONSULTING, OUTSOURCED CIO SERVICES AND BROKER CONSULTING) | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| CARSON GROUP INVESTING | 291744 | 801-113561 | 13359 | 7 | $1,953,744,394 |
| ALLEN CAPITAL GROUP, LLC | 135879 | 801-64514 | 6140 | 38 | $998,471,163 |
| WEALTHPLAN PARTNERS | 305026 | 801-117955 | 5895 | 58 | $1,271,554,814 |
| MCMILL CPA AND ADVISORS | 129015 | 801-64153 | 3896 | 50 | $640,910,667 |
| PROFESSIONAL FINANCIAL ADVISORS, LLC | 173719 | 801-114978 | 2991 | 10 | $614,113,385 |
| WEALTHPLAN INVESTMENT MANAGEMENT LLC | 311364 | 801-120004 | 2114 | 29 | $988,870,507 |
| PRIVATE WEALTH ASSET MANAGEMENT | 315819 | 801-122065 | 1849 | 37 | $1,874,861,239 |
| LINCOLN CAPITAL, LLC | 168307 | 801-78526 | 1131 | 9 | $644,332,628 |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 112528 | 801-60282 | 813 | 16 | $2,134,689,805 |
| CAMBRIDGE ADVISORS INC | 104851 | 801-36028 | 787 | 6 | $621,960,531 |
| AMERICA FIRST INVESTMENT ADVISORS LLC | 106984 | 801-41702 | 591 | 7 | $593,781,718 |
| IRONVINE CAPITAL PARTNERS, LLC | 168892 | 801-108956 | 516 | 6 | $1,098,482,929 |
| HUB INVESTMENT ADVISORS, INC | 164600 | 801-76898 | 493 | 8 | $1,511,396,033 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC | 105053 | 801-27034 | 396 | 8 | $623,803,742 |
| THE MAGNOLIA GROUP, LLC | 171102 | 801-79848 | 2 | 2 | $783,587,938 |