WealthPlan
Finance · Nebraska, United States · 1-10 Employees
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Overview
Headquarters
101 S 108th Ave Ste 2, Omaha, Nebraska, ...Phone Number
(844) 564-6977Website
wealthplan.groupRevenue
$5.6 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About WealthPlan
WealthPlan Group provides comprehensive investment solutions tailored for Registered Investment Advisors (RIAs), including a turnkey asset management platform, outsourced CIO services, and retirement plan solutions. Their offerings also encompass a unified technology suite, advisor compliance, and back office support, aimed at enhancing operational efficiency for independent advisors. With over 30 years of experience and a focus on customizable investment strategies, WealthPlan Group empowers advisors to make informed decisions while maintaining control over their investment processes. The firm is dedicated to fostering growth and collaboration among advisors through a supportive coaching program.Explore more
WealthPlan Org Chart
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WealthPlan Tech Stack
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WealthPlan News & Media
WealthPlan Group Welcomes Industry Veteran Jim Nagengast to Board of Directors
WealthPlan Group has appointed Jim Nagengast, former CEO of Securities America, to its Board of Directors. Nagengast brings over 30 years of industry experience, including service on the FINRA Board of Governors. CEO Patrick Brewer said Nagengast's leadership will help support the firm's...
Read more news
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Frequently Asked Questions Regarding WealthPlan
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WealthPlan Group provides comprehensive investment solutions tailored for Registered Investment Advisors (RIAs), including a turnkey asset management platform, outsourced CIO services, and retirement plan solutions. Their offerings also encompass a unified technology suite, advisor compliance, and back office support, aimed at enhancing operational... Read More
