Financial ADVSR advisor directory · SEC adviser records
Wealthplan Partners financial advisors in Omaha, NE
Every SEC-registered investment adviser representative at a Wealthplan Partners office in Omaha, A to Z.
18 registered advisors work at Wealthplan Partners in Omaha, out of 24 at the firm nationwide; it ranks number 28 in the city by advisors. 4 list the CFP designation and 16 are also registered broker representatives.
Wealthplan Partners advisors in Omaha, A to Z
Every Wealthplan Partners advisor →- Louis P. BrunningInvestment adviser rep
- Steven H. DruckmanAlso a broker rep
- Damon P. FeltzAlso a broker rep
- Daniel P. FeltzCertified Financial Planner · Also a broker rep
- Ryan M. FeltzAlso a broker rep
- Marc A. GeelsCertified Financial Planner · Also a broker rep
- Kyle HansonAlso a broker rep
- Donald R. HeilbuthAlso a broker rep
- Richard J. Holle Jr.Investment adviser rep
- Andrew P. LargeAlso a broker rep
- Joseph B. McClellanAlso a broker rep
- Simeon C. MoesCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Michael L. MoravecAlso a broker rep
- David D. PetersonAlso a broker rep
- Jason M. PottAlso a broker rep
- Garth J. Terlizzi Sr.Also a broker rep
- Elizabeth A. WieselerAlso a broker rep
- Aaron T. WintersCertified Financial Planner · Also a broker rep
Wealthplan Partners advisors in every city and state →Wealthplan Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Wealthplan Partners advisors in other cities
Sioux City, IA 4Onalaska, WI 1Rancho Mirage, CA 1Venice, FL 1Westminster, CO 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 Partners have in Omaha?
18 investment adviser representatives are registered at Wealthplan Partners offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 24 nationwide. 4 list the CFP designation and 16 are also registered as broker representatives.
Is Wealthplan Partners one of the largest advisor employers in Omaha?
Wealthplan Partners ranks number 28 in Omaha by registered advisors; Cwm, LLC has the most, with 270.
How do I check a Wealthplan Partners 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 Partners 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.