WealthPlan is a firm built by advisors, for advisors, from the very beginning. Follow along with our story as we’ve grown from regional, commission-based investing into one of the nation’s largest independent advisory firms with over 3 Billion in AUM.
| Website | http://www.wealthplan.group |
| Employees | 31 (20 on RocketReach) |
| Address | 101 S 108th Ave, Omaha, Nebraska 68154, US |
| Industry | Investment Management |
| Keywords | Aum, Independent Advisor, Financial Advisor, Wealth Management, Asset Management, Financial Planning, Fiduciary Advisor, Investment Advisory, Investment Management, Advisor Network, Investment Planning, Investment Strategies, Portfolio Management, Fee-Only Advisor, Financial Consulting, Retirement Planning, Retirement Solutions, Estate Planning, Estate Planning Services |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Edge, Ally, E*TRADE Bank c/o E*TRADE Financial, LLC, Robinhood, Betterment, Wealthfront, Personal Capital +41 more (view full list) |
Looking for a particular WealthPlan Group employee's phone or email?
WealthPlan Group Questions
Brent O'Mara is the Co-Founder of WealthPlan Group.
20 people are employed at WealthPlan Group.
WealthPlan Group is based in Omaha, Nebraska.
Top WealthPlan Group Employees
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Brent O'Mara
Co-Founder at WealthPlan Group
Omaha, NE, US33 -
Patrick Brewer
Chief Executive Officer at WealthPlan Group
Austin, TX, US23 -
Marc Geels
Managing Partner at WealthPlan Group
Sioux City, IA, US13 -
Zak Leedom
Head of Advisor Services at WealthPlan Group
Santa Monica, CA, US24 -
33
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1
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Aaron Winters
Sr. Wealth Planner at WealthPlan Group
Omaha, NE, US35+ -
Dante Smith
Chief Investment Strategist at WealthPlan Group
Texas, United States22 -
21
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33
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