WEALTHPLAN INVESTMENT MANAGEMENT LLC

101 S 108th Ave
3rd Floor
Omaha, Nebraska 68154
Tel: 402-691-0200

About WEALTHPLAN INVESTMENT MANAGEMENT LLC

WEALTHPLAN INVESTMENT MANAGEMENT LLC, formally registered with the SEC as WEALTHPLAN INVESTMENT MANAGEMENT LLC. The firm was established in 12/18/2020. They have over 2 offices throughout the country.

WEALTHPLAN INVESTMENT MANAGEMENT LLC is a Omaha, Nebraska based Financial Planning firm with nearly $869,707,596 assets under management, offering retirement planning & investment advisory services to 1096 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311364
SEC#	801-120004
Assets Managed by Firm	$869,707,596
No. of Clients	1096
No. of Advisors	26

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1096	$869,707,596
Individuals (other than high net worth individuals)	545	$243,132,945
High net worth individuals	138	$482,187,709
Pension and profit sharing plans	48	$71,756,618
Charitable organizations	7	$42,834,698
Corporations or other businesses	8	$26,029,999

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AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$23,108,472,280	1823	50
CWM, LLC 14600 Branch St. Omaha, NE, 68154	$19,943,561,186	96956	1111
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