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 4 offices throughout the country.

WEALTHPLAN INVESTMENT MANAGEMENT LLC is a Omaha, Nebraska based Financial Planning firm with nearly $988,870,507 assets under management, offering retirement planning & investment advisory services to 2114 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311364
SEC#	801-120004
Assets Managed by Firm	$988,870,507
No. of Clients	2114
No. of Advisors	29

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	2114	$988,870,507
Individuals (other than high net worth individuals)	607	$352,332,028
High net worth individuals	147	$478,622,161
Pension and profit sharing plans	28	$92,853,636
Charitable organizations	8	$45,741,352
Corporations or other businesses	12	$15,368,389

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ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
CWM, LLC 14600 Branch St. Omaha, NE, 68154	$26,774,389,503	110327	1111
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
AMERITAS ADVISORY SERVICES, LLC 5900 O Street Lincoln, NE, 68510	$10,289,301,520	39033	545
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76

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