WealthPlan Financial Group is an independent, comprehensive financial services firm. We help individuals, families, businesses, corporations and family offices achieve financial success through a variety of services including: Financial Planning, Wealth Management, Risk Management and Corporate & Business Solutions. For more information on what WealthPlan has to offer our clients and advisors please visit our website below. Investments and advisory services offered through registered representatives of Lincoln Financial Securities Corporation, Member SIPC Branch Office: 15720 Brixham Hill Avenue, Suite 575, Charlotte, NC 28277. Investments offered to residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NE, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI & WV. Advisory services offered to residents of NC. WealthPlan Financial Group is not an affiliate of Lincoln Financial Securities Corp. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances. LFS-3533290-040521
View Top Employees from WealthPlan Financial GroupWebsite | http://www.wealthplanfinancial.com |
Revenue | $13 million |
Employees | 15 (15 on RocketReach) |
Address | 3540 Toringdon Way Suite 200, Charlotte, North Carolina 28277, US |
Phone | (704) 357-1099 |
Fax | (704) 423-0393 |
Technologies |
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Industry | Financial Services, Investment Banking, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular WealthPlan Financial Group employee's phone or email?
The WealthPlan Financial Group annual revenue was $13 million in 2024.
Brian Chapman is the President of WealthPlan Financial Group.
15 people are employed at WealthPlan Financial Group.
WealthPlan Financial Group is based in Charlotte, North Carolina.
The NAICS codes for WealthPlan Financial Group are [52, 52393, 523, 5239].
The SIC codes for WealthPlan Financial Group are [62, 628].