TS
TS

Tad Allen Singer

29 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
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
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Location

101 South 108th Avenue, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Tad is a board member of the International Wine and Food Society and a community board member at Creighton University Medical Center - Bergan Mercy, each requiring minimal time. Tad also owns Vertex Health Systems, a men's and women's health clinic, dedicating a few hours per week.

Employment History
Current Registrations
Wealthplan Partners
February 2020 - Present · 6 yrs
Previous Registrations
Allen Capital Group, LLC
September 2017 - February 2020 · 2 yrs 5 mos
D.A. Davidson & CO.
July 2016 - September 2017 · 1 yr 2 mos
D.A. Davidson & CO.Broker
July 2016 - September 2017 · 1 yr 2 mos
Smith Hayes Advisers INC
September 2014 - July 2016 · 1 yr 10 mos
Smith Hayes Financial Services CorporationBroker
September 2014 - July 2016 · 1 yr 10 mos
Cwm, LLC
July 2011 - September 2014 · 3 yrs 2 mos
LPL Financial LLC
August 1998 - August 2011 · 13 yrs
LPL Financial LLCBroker
July 1998 - October 2014 · 16 yrs 3 mos
American Express Financial Advisors INC.Broker
November 1996 - July 1998 · 1 yr 8 mos
Ids Life Insurance CompanyBroker
November 1996 - July 1998 · 1 yr 8 mos
State Registrations2 states
NETX
Advisor
Exams
No exam information available for this advisor.