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 | https://www.wealthplangroup.com |
| Employees | 33 (24 on RocketReach) |
| Founded | 1989 |
| Address | 101 S 108th Ave, Omaha, Nebraska 68154, US |
| Phone | +1 844-564-6977 |
| 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 |
Looking for a particular WealthPlan Group employee's phone or email?
WealthPlan Group Questions
Brent O'Mara is the Co-Founder of WealthPlan Group.
24 people are employed at WealthPlan Group.
WealthPlan Group is based in Omaha, Nebraska.
Top WealthPlan Group Employees
-
Brent O'Mara
Co-Founder at WealthPlan Group
Omaha, NE, US32 -
Patrick Brewer
Chief Executive Officer at WealthPlan Group
Austin, TX, US22 -
Marc Geels
Managing Partner at WealthPlan Group
Sioux City, IA, US13 -
Zak Leedom
Head of Advisor Services at WealthPlan Group
Santa Monica, CA, US24 -
1
-
Robert Keating
Partner Senior Wealth Advisor at WealthPlan Group
New York, NY, US22 -
33
-
Drew Dintaman
Wealth Advisor at WealthPlan Group
Rancho Santa Margarita, CA, US45 -
Aaron Winters
Sr. Wealth Planner at WealthPlan Group
Omaha, NE, US35+
Related Companies
G2Crowd Trusted
300K+
Plugin Users
