Wealthplan Partners Inc
Legal Name: WEALTHPLAN PARTNERS, INC.
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Wealthplan Partners Inc is legally known as WEALTHPLAN PARTNERS, INC.. It is a NE Corporation. This firm has 71 employees, of which 31 are employees in advisory roles. It serves 52 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Sep 13, 2011.

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Direct Owners
-
CHRISTOPHER MICHAEL MCMILLAN
CHIEF COMPLIANCE OFFICER owns less than 5%
-
TODD ARTHUR FELTZ
PRESIDENT owns less than 5%
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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
- Panorama Point Partners LLC
- True Measure Wealth Management
- LUTZ Financial Services LLC
- Bazis & Young Investment Group LLC
- Nelson van Denburg & Campbell Wealth Management Group LLC
- Lawson Kroeker Investment Management Inc
- Cambridge Advisors Inc
- Goldenrod Capital Advisors LLC
- CWM LLC
- Weitz Investment Management Inc
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