DIRECTORY OF REGISTERED ADVISORS
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Local Professionals
WEALTHPLAN PARTNERS
Tel: 402-691-0200
101 South 108th Avenue Omaha, Nebraska 68154
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
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
Firm CRD#:
305026
SEC#:
801-117955
No. of Clients:
5895
Assets under Management
$1,271,554,814
No. of Advisors:
58
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