WealthPlan Employee Directory

Q: Who are WealthPlan key employees?

Some of WealthPlan key employees are Andrew Large , Sarah Kennelly

WealthPlan corporate office is located in 101 S 108th Ave Ste 2, Omaha, Nebraska, 68154, United States and has 1-10 employees.

wealthplan

wealthplan group

wealthplan partners

Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Legal

Sales

Key Employees of WealthPlan

AL
Andrew Large
Planning & Field Operations Chief of Staff
PhoneEmail
SK
Sarah Kennelly
Chief Operations Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

WealthPlan Global Presence

Location	People at location
North America	11-50

Index of contact profiles from WealthPlan

Hundreds of professionals searching for WealthPlan have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CS
Christopher Shea
Email Direct
Chief Investment Officer
United States , Nebraska , Omaha

EO
Erik Ogard
Email Direct
Investment Chief & Strategist
United States , Nebraska , Omaha

SK
Sarah Kennelly
Email Direct
Chief Operations Officer
United States , Nebraska , Omaha

BO
Brent O'Mara
Email Direct
Co-Founder
United States , Nebraska , Omaha

DP
David Peterson
Email Direct
Chief Compliance Officer, Osj
United States , Nebraska , Omaha

WB
Ward Behlen
Email Direct
Director, Fiduciary Services
United States , Nebraska , Omaha

EC
Emily Codr
Email Direct
Director, Client Services Retirement Plans & Foundations
United States , Nebraska , Omaha

AL
Andrew Large
Email Direct
Planning & Field Operations Chief of Staff
United States , Nebraska , Omaha

DS
Dante Smith
Email Direct
Investment Chief & Strategist
United States , Nebraska , Omaha

JR
Jim Robertson
Email Direct
Director, Trading
United States , Nebraska , Omaha

TJ
Tyler Johnson
Email Direct
Research Analyst
United States , Nebraska , Omaha

KB
Kaity Brown
Email Direct
Manager, Marketing
United States , Nebraska , Omaha

Former Employees at WealthPlan

Explore people who held key positions, contributed to WealthPlan's success, and advanced their careers.

MG
Marc Geels
Managing Partner at WealthPlan Group
Worked as Managing Partner
at WealthPlan
Email Direct

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Frequently Asked Questions Regarding WealthPlan Employees

How many employees does WealthPlan have?

WealthPlan has 1-10 employees

Who are WealthPlan key employees?

Some of WealthPlan key employees are Andrew Large, Sarah Kennelly

Where is WealthPlan located?

WealthPlan’s headquarters are located at 101 S 108th Ave Ste 2, Omaha, Nebraska, 68154, United States

How do I contact WealthPlan?

WealthPlan Contact Info: Phone number: (844) 564-6977 Website: wealthplan.group

What does WealthPlan do?

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

Is WealthPlan a public company?

WealthPlan is private company therefore does not currently have an official ticker symbol

See more information about WealthPlan Employees