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WEALTHPLAN PARTNERS
OMAHA, NE
402-333-5454
SEC #801-72705Total AUM
$2B
Employees
84Clients
3,431Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
101 SOUTH 108TH AVENUE
2ND FLOOR
OMAHA
NE 68154
United States
2ND FLOOR
OMAHA
NE 68154
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
402-333-5454
Other Offices
16
Financials
Total AUM
$2B
Accounts
7,511Discretionary
$2B
Accounts
7,511Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
2,916AUM
$946.4M
HNW Individual Clients
389AUM
$589.4M
Pension/Profit Sharing Plan Clients
88AUM
$366.4M
Charitable Organization Clients
19AUM
$44.2M
Government Entity Clients
1AUM
$4.4M
Corporation or Business Clients
18AUM
$26.5M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOCTDEFLGAHIIAILINKSLAMAMDMIMNMOMTNCNENJNMNVNYOHOKORPASCSDTNTXVAWAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.