WEALTHPLAN PARTNERS
  • WEALTHPLAN PARTNERS
  • CENTERLINE FINANCIAL
  • COBLE MCCUNE WEALTH MANGEMENT
  • FELTZ WEALTHPLAN
  • FELTZ WEALTHPLAN, INC.
  • FINANCIAL SOLUTIONS, INC.
  • FIT WEALTH ADVISORS
  • GEORGIA BANK & TRUST
  • HAMILTON WEALTH MANAGEMENT
  • INDEPENDENT INVESTMENT SERVICES
  • KECHELY WEALTH MANAGEMENT
  • MASINMISKO
  • MORAVEC FINANCIAL ADVISORS, INC.
  • PROVIDENCE WEALTH PLANNING
  • SILVERLEAF WEALTH MANAGEMENT
  • SUNDANCE INVESTMENTS
  • THE PREFERRED CLIENT GROUP
  • VIZIONARY WEALTH MANAGEMENT
  • WEALTH PLAN ADVANTAGE
  • WEALTHPLAN NETWORK
  • WEALTHPLAN PARTNERS, INC.
  • WELCH FINANCIAL PLANNING, LLC

Adviser Profile

As of Date 06/30/2020
Registration status Terminated
ADV Location OMAHA, NE, United States
AUM* 1,977,232,229
of that, discretionary 1,977,232,229
Number of Employees 84
of those in investment advisory functions 32
Private Fund GAV* 0
Avg Account Size 263,245
% High Net Worth 11.77%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

2B 2B 1B 1B 847M 565M 282M
2015 2016 2017 2018 2019 2020
Discretionary
Non-discretionary

Private Funds

No private funds

Employees