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WEALTHPLAN PARTNERS
OMAHA, NE
402-691-0200
SEC #801-117955Total AUM
$1.1B
Employees
56Clients
1,711Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
101 SOUTH 108TH AVENUE
OMAHA
NE 68154
United States
OMAHA
NE 68154
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
402-691-0200
Other Offices
10
Financials
Total AUM
$1.1B
Accounts
3,681Discretionary
$1.1B
Accounts
3,446Non-Discretionary
$39.8M
Accounts
235
Clients
Individual Clients
1,429AUM
$432.1M
HNW Individual Clients
248AUM
$647.6M
Pension/Profit Sharing Plan Clients
7AUM
$9.1M
Charitable Organization Clients
12AUM
$11.3M
Corporation or Business Clients
15AUM
$20M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOCTFLGAHIIAILINKSLAMAMDMIMNMOMTNCNENHNJNMNVNYOHOKORPASCSDTNTXVAWAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.