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WEALTHPLAN PARTNERS, LLC
WEALTHPLAN PARTNERS, LLC
WEALTHPLAN PARTNERS
OMAHA, Nebraska
·
5 registered advisors
·
CRD# 305026
SEC# 801-117955
14
402-691-0200
01
Firm Overview
AUM
$1.8B
Regulatory assets under management
Employees
75
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WEALTHPLAN PARTNERS, LLC
5 registered advisors
Christopher Michael Mcmillan
OMAHA, Nebraska
CRD# 4626156
David D Peterson
OMAHA, Nebraska
CRD# 3100799
Deanna Rose Coglianese
OMAHA, Nebraska
CRD# 4796292
Katie Lynn Hill
OMAHA, Nebraska
CRD# 6608185
Scott Michael Cuykendall
OMAHA, Nebraska
CRD# 2794901
05
Office Locations
OMAHA, Nebraska
5 advisors
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Data sourced from SEC Form ADV filings. WEALTHPLAN PARTNERS, LLC (CRD# 305026) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.