WEALTHPLAN PARTNERS - Financial Advisor in Nebraska, Omaha

Tel: 402-691-0200 101 South 108th Avenue Omaha, Nebraska 68154

About WEALTHPLAN PARTNERS

WEALTHPLAN PARTNERS is a Omaha, Nebraska based financial advisory firm with nearly $1,271,554,814 in assets under management and provides investment advisory services for 5895 clients. There are currently 58 financial advisors at the firm.

General Information

Firm CRD#:

305026

Firm SEC#:

801-117955

Assets Under Management:

$1,271,554,814

No. of Clients:

5895

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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