Financial ADVSR advisor directory · SEC adviser records
Wealthplan Investment Management LLC financial advisors in Omaha, NE
Every SEC-registered investment adviser representative at a Wealthplan Investment Management LLC office in Omaha, A to Z.
The short answer
16 registered advisors work at Wealthplan Investment Management LLC in Omaha, out of 26 at the firm nationwide; it ranks number 24 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Wealthplan Investment Management LLC advisors in Omaha, A to Z
Every Wealthplan Investment Management LLC advisor →- Jeremy R. ArmagostCertified Financial Planner
- Wade C. BehlenInvestment adviser rep
- Ward C. BehlenInvestment adviser rep
- Weston W. BehlenInvestment adviser rep
- Wyatt J. BehlenInvestment adviser rep
- Andrew M. DintamanCertified Financial Planner
- Brent A. McCuneInvestment adviser rep
- Austin G. MillerInvestment adviser rep
- Kevin E. O'MaraCertified Financial Planner
- James F. ObrienInvestment adviser rep
- Brent T. OmaraInvestment adviser rep
- Dillon T. SchutteInvestment adviser rep
- Dante A. SmithInvestment adviser rep
- Brenden C. TauberInvestment adviser rep
- Landon L. TroyerInvestment adviser rep
- Wayne D. Wagner Jr.Chartered Financial Consultant
Wealthplan Investment Management LLC advisors in every city and state →Wealthplan Investment Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Wealthplan Investment Management LLC advisors in other cities
Morristown, NJ 2Austin, TX 1Garnet Valley, PA 1Granite Bay, CA 1Kearney, NE 1Overland Park, KS 1Urbanna, VA 1Wilmington, NC 1Wilmington, DE 1
Other firms in Omaha
All Omaha advisors →Cwm, LLC 270Charles Schwab & Co., Inc. 201Orion Portfolio Solutions, LLC 163Cetera Investment Advisers LLC 95Mutual Of Omaha Investor Services, Inc. 56Osaic Wealth, Inc. 54Morgan Stanley 51Ameriprise Financial Services, LLC 46LPL Financial LLC 45Sequent Planning, LLC 43Wells Fargo Clearing Services, LLC 39Avior Wealth Management, LLC 33
Questions
How many financial advisors does Wealthplan Investment Management LLC have in Omaha?
16 investment adviser representatives are registered at Wealthplan Investment Management LLC offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 26 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Wealthplan Investment Management LLC one of the largest advisor employers in Omaha?
Wealthplan Investment Management LLC ranks number 24 in Omaha by registered advisors; Cwm, LLC has the most, with 270.
How do I check a Wealthplan Investment Management LLC advisor in Omaha?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.