WEALTHPLAN INVESTMENT MANAGEMENT LLC - Financial Advisor in Nebraska, Omaha

Tel: 402-691-0200 101 S 108th Ave 3rd Floor Omaha, Nebraska 68154

About WEALTHPLAN INVESTMENT MANAGEMENT LLC

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

Firm SEC#:

801-120004

Assets Under Management:

$988,870,507

No. of Clients:

2114

No. of Advisors:

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

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