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Christopher Michael Mcmillan

WEALTHPLAN PARTNERS, LLC·OMAHA, Nebraska
SIE, Series 7, Series 24, Series 63, Series 99TOClean recordWEALTHPLAN PARTNERS, LLC
101 SOUTH 108 AVENUE, OMAHA, NE 68154CRD# 4626156Firm CRD# 305026

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Michael Mcmillan · OMAHA, NE
Registration
CRD #4626156 · WEALTHPLAN PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WEALTHPLAN PARTNERS, LLC
CRD 305026 · SEC 801-117955
AUM
$1.8B
Regulatory assets under management
Employees
75
8,894 client accounts
Services offered by WEALTHPLAN PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEALTHPLAN PARTNERS, LLC →
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Frequently Asked Questions

What services does Christopher Michael Mcmillan offer?
Christopher Michael Mcmillan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.
What are Christopher Michael Mcmillan's credentials?
Christopher Michael Mcmillan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Michael Mcmillan located?
Christopher Michael Mcmillan is based in OMAHA, Nebraska, working with WEALTHPLAN PARTNERS, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Christopher Michael Mcmillan charge for services?
Christopher Michael Mcmillan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHPLAN PARTNERS, LLC?
WEALTHPLAN PARTNERS, LLC has approximately 75 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTHPLAN PARTNERS, LLC

David D Peterson
OMAHA, NE
Katie Lynn Hill
OMAHA, NE
Deanna Rose Coglianese
OMAHA, NE
Scott Michael Cuykendall
OMAHA, NE

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