Richard Jacob Holle

Wealthplan Partners

32 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management

Wealthplan Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

20 advisors

Number of Clients

2,424 clients

Average Client Portfolio

$525K average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:$5K

Location

101 South 108th Avenue, Omaha, NE, 68154

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2013

Settled

Customer Dispute

May 2008

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Richard is an agent for Highland Capital, offering life insurance solutions since 2017. He is also a founding partner and wealth manager at Wealthplan Partners, dedicating a few hours per week to discussing strategies for improvement and growth.