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Financial ADVSR advisor directory · SEC adviser records

Wealthplan Investment Management LLC financial advisors in Nebraska

Every SEC-registered investment adviser representative at a Wealthplan Investment Management LLC office in Nebraska, by city and A to Z.

The short answer

17 registered advisors work at Wealthplan Investment Management LLC in Nebraska, out of 26 nationwide; it's the firm's number 1 state by advisors, and the most are in Omaha (19). 3 list the CFP designation and 0 are also registered broker representatives.

Wealthplan Investment Management LLC advisors by city in Nebraska

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Omaha 19Kearney 1

Wealthplan Investment Management LLC advisors in Nebraska, A to Z

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Questions

How many Wealthplan Investment Management LLC financial advisors are in Nebraska?

17 investment adviser representatives are registered at Wealthplan Investment Management LLC offices in Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 26 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Nebraska does Wealthplan Investment Management LLC have the most advisors?

Omaha, with 19, then Kearney (1). Wealthplan Investment Management LLC has advisors in 2 cities in Nebraska.

How do I check a Wealthplan Investment Management LLC advisor in Nebraska?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wealthplan Investment Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.