Unclaimed Profile

Todd Mathew Schlappi

WEALTHPLAN ADVISORS, INC.·SCOTTSDALE, Arizona

SIE, Series 6, Series 7, Series 63, Series 66Clean record20 years registeredWEALTHPLAN ADVISORS, INC.

8817 E. BELL RD., SCOTTSDALE, AZ 85260CRD# 4167803Firm CRD# 150573

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Todd Mathew Schlappi · SCOTTSDALE, AZ

Registration

CRD #4167803 · WEALTHPLAN ADVISORS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

GLOBAL RETIREMENT PARTNERS LLC

Jun 2022 – present

WEALTHPLAN ADVISORS, LLC

Jul 2009 – Feb 2023

LEHI, UT

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Mar 2009 – Oct 2011

LEHI, UT

PRINCOR FINANCIAL SERVICES CORPORATION

Aug 2005 – Mar 2009

LEHI, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · August 19, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHPLAN ADVISORS, LLC

CRD 150573 · SEC 801-76650

AUM

$2.3B

Regulatory assets under management

Employees

982 client accounts

Services offered by WEALTHPLAN ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHPLAN ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Todd Mathew Schlappi offer?

Todd Mathew Schlappi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Todd Mathew Schlappi's credentials?

Todd Mathew Schlappi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Mathew Schlappi located?

Todd Mathew Schlappi is based in SCOTTSDALE, Arizona, working with WEALTHPLAN ADVISORS, INC.. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Todd Mathew Schlappi charge for services?

Todd Mathew Schlappi's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHPLAN ADVISORS, INC.?

WEALTHPLAN ADVISORS, INC. has approximately 18 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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