AD
CFP
AD
CFP

Andrew Mason Dintaman

3 Years of Experience
Sells Insurance
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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Other Business ActivitiesSells Insurance

Andrew is an insurance producer involved in insurance sales since September 2023. He dedicates approximately 60 hours per month to this activity, with 21 of those hours occurring during securities trading hours.

Employment History
Current Registrations
Wealthplan Investment Management LLC
May 2025 - Present · 9 mos
Previous Registrations
Onedigital
January 2024 - May 2025 · 1 yr 4 mos
Wealthsource®
August 2022 - October 2024 · 2 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.