Wealthplan Partners - Investment Advisers

About Wealthplan Partners

Wealthplan Partners, LLC is an investment adviser headquartered in Omaha, Nebraska. It is listed in the Directory of US Investment Advisers and among Investment Advisers in Nebraska. The firm reports $1.12 billion in regulatory assets under management and employs 56 people. The firm describes its focus as client-centered, with services tailored to each client's needs, wants and long-term goals. It works with people who are investing to build wealth, protect their families, or preserve their assets. Its team includes advisors, a senior wealth advisor who is also an insurance specialist, and administrative and client relations staff. The firm says its professionals have years of experience in financial services, and its homepage refers to decades of experience. The firm's website also publishes educational articles and videos. Topics include retiree health care coverage overseas, planning for heirs, and saving for college.

Key Facts

Assets Under Management

$1.12B

Employees

56

SEC File Number

801-117955