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WEALTHPLAN PARTNERS

101 South 108th Avenue
Omaha, Nebraska 68154
Tel: 402-691-0200

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About WEALTHPLAN PARTNERS

WEALTHPLAN PARTNERS, formally registered with the SEC as WEALTHPLAN PARTNERS. The firm was established in 11/25/2019. They have over 12 offices throughout the country.

WEALTHPLAN PARTNERS is a Omaha, Nebraska based Financial Planning firm with nearly $1,271,554,814 assets under management, offering retirement planning & investment advisory services to 5895 clients. The firm is staffed with 58 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#305026
SEC#801-117955
Assets Managed by Firm$1,271,554,814
No. of Clients5895
No. of Advisors58

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 businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total5895$1,271,554,814
Individuals (other than high net worth individuals)2237$909,804,972
High net worth individuals135$325,783,253
Pension and profit sharing plans31$11,192,244
Charitable organizations12$10,139,069
Corporations or other businesses9$14,635,276

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CWM, LLC
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$26,774,389,5031103271111
AMERITAS INVESTMENT PARTNERS, INC.
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Lincoln, NE, 68505-3402
$24,871,650,720198250
AMERITAS ADVISORY SERVICES, LLC
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$10,289,301,52039033545
BRIDGES INVESTMENT MANAGEMENT INC
13333 California St, Suite 500
Omaha, NE, 68154
$9,882,583,283264676

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