Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,572 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$5K
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Location

101 S 108th Ave, 3rd Floor, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wealthplan Investment Management LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - August 2024 · 2 mos
Wealthplan Partners
May 2023 - July 2024 · 1 yr 2 mos
Securities America, INC.Broker
November 2022 - June 2024 · 1 yr 7 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.