Wealthplan Advisors LLC
Legal Name: WEALTHPLAN ADVISORS, LLC
Full Contact Details
Wealthplan Advisors LLC
7272 E. INDIAN SCHOOL RD., SUITE 103, SCOTTSDALE, AZ
480-505-0234
480-505-0239
Other Info
Wealthplan Advisors, LLC is a limited liability company based in AZ with a team of 18 employees, including 9 in advisory positions. While the number of clients served is not disclosed, the firm's SEC status is approved, and it has been registered since May 10, 2012.
Retirement Plan & Investment Consulting | AZ, UT, MO, TN | WealthPlan Advisors
Learn more about how WealthPlan Advisors can assist with wealth management and institutional retirement planning using completely independent and unbiased consulting services.
Direct Owners
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RETIREMENT PLAN ADVISORS INC.
MEMBER owns more than 50% but less than 75%
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RICK LEWIS HORTON
MANAGER, CHIEF COMPLIANCE OFFICER owns less than 5%
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SCOTT LARRY SCHLAPPI
MANAGER owns less than 5%
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WEALTH MANAGEMENT INC.
MEMBER owns more than 50% but less than 75%
Indirect Owners
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RICK LEWIS HORTON
PRESIDENT owns 75% or more
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SCOTT LARRY SCHLAPPI
PRESIDENT owns 75% or more