Wealthplan Partners

Tel: 4023335448
101 South 108 Avenue
Omaha, Nebraska  68154

General Information

Services:   Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting Services, Selection of Other Advisers
Fee Structure:   A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:   305026
SEC#:   801-117955
No. of Clients:   7891