DIRECTORY OF REGISTERED ADVISORS
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WEALTHPLAN INVESTMENT MANAGEMENT LLC
Tel: 402-691-0200
101 S 108th Ave 3rd Floor
Omaha, Nebraska 68154
WEALTHPLAN INVESTMENT MANAGEMENT LLC
WEALTHPLAN INVESTMENT MANAGEMENT LLC is a Omaha, Nebraska based financial advisory firm with nearly $988,870,507 in assets under management and provides investment advisory services for 2114 clients. There are currently 29 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (TURNKEY ASSET MANAGEMENT PROVIDER PLATFORM & CONSULTING, OUTSOURCED CIO SERVICES AND BROKER CONSULTING)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
311364
SEC#:
801-120004
No. of Clients:
2114
Assets under Management
$988,870,507
No. of Advisors:
29
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