Wealthplan Partners Inc
Legal Name: WEALTHPLAN PARTNERS, INC.
Full Contact Details
Wealthplan Partners Inc
101 SOUTH 108TH AVENUE, 2ND FLOOR, OMAHA, NE
402-333-5454
402-697-7271
Other Info
Wealthplan Partners Inc, legally known as WEALTHPLAN PARTNERS, INC., is a NE Corporation boasting a team of 71 employees, 31 of whom are advisory roles. With a portfolio of 52 clients, the firm's SEC status is currently approved as of September 13, 2011.
Home | Feltz WealthPLAN
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Home | COBLE MCCUNE Wealth Management
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Moravec & Associates CPA, PC
Moravec & Associates, Moravec & Associates, CPA, PC, Don Moravec, Michael Moravec, Mike Moravec, Investments David City,
Financial Solutions, Inc.
HELPING YOU ATTAIN LONG-TERM FINANCIAL SUCCESS Since 1987-through both bull and bear markets-we have helped investors like you build strong financial programs designed to help them work toward their financial goals.
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Vizionary Wealth Management — Vizionary
Vizionary Wealth Management serves the financial planning needs of clients around the world, specializing in pharma executives, business owners, and complex, and high-net worth portfolios.
Raleigh, NC | Fee-Based Financial Planning | CERTIFIED FINANCIAL PLANNER™ (CFP®) — The Preferred Client Group, LLC
Life-Long Certified Financial Planning And Investment Management Solutions
Personalized financial planning and insurance agency. Experienced advisor and agent here for your future. Investment, Retirement, Taxes, Real Estate, Rental Property, Auto, Homeowners, Umbrella, Life. Boulder, Louisville, Erie, Broomfield, Lafayette, Niw…
Welch Financial Planning and Insurance, LLC is a financial planning and insurance agency that works with individuals and small businesses to adequately address their financial goals. We endeavor to make your financial security a process that is easy, with a plan custom-tailored for you. Personal fin…
Direct Owners
-
CHRISTOPHER MICHAEL MCMILLAN
CHIEF COMPLIANCE OFFICER owns less than 5%
-
TODD ARTHUR FELTZ
PRESIDENT owns less than 5%
-
WPP HOLDINGS, LLC
MANAGING MEMBER owns 75% or more
Indirect Owners
-
BRENT THOMAS OMARA
MANAGING MEMBER owns more than 25% but less than 50%
-
TODD ARTHUR FELTZ
MANAGING MEMBER owns more than 25% but less than 50%
-
WADE CLEVE BEHLEN
MANAGING MEMBER owns more than 25% but less than 50%
Firms Located Nearby
- Bridges Investment Management Inc
- Silverstone Asset Management Inc
- LUTZ Financial Services LLC
- CLS Investments LLC
- Panorama Point Partners LLC
- The Magnolia Group LLC
- Goldenrod Capital Advisors LLC
- Mccarthy Partners Management LLC
- Walnut Private Equity Partners LLC
- Lawson Kroeker Investment Management Inc
News
Top Holdings
- ISHARES TR $27,410k
- FIRST TR EXCH TRADED FD III $24,370k
- JPMORGAN CHASE & CO $9,818k
- PIMCO ETF TR $8,084k
- SELECT SECTOR SPDR $6,799k
- SCHWAB STRATEGIC TR US DIVIDEND EQ $6,780k
- Alphabet Inc $6,751k
- C H Robinson Worldwide $6,568k
- Archer-Daniels-Midland Co $6,271k
- EMERSON ELEC CO $5,905k