WEALTHPLAN PARTNERS, INC.

WEALTHPLAN PARTNERS
OMAHA, Nebraska·1 registered advisor·CRD# 158935
SEC# 801-7270516402-333-5454
01

Firm Overview

AUM
$2.0B
Regulatory assets under management
Employees
84
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WEALTHPLAN PARTNERS, INC.

1 registered advisor
Daniel Paul Feltz
OMAHA, Nebraska
CFP
05

Office Locations

OMAHA, Nebraska
1 advisor

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Data sourced from SEC Form ADV filings. WEALTHPLAN PARTNERS, INC. (CRD# 158935) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.