WEALTHPLAN INVESTMENT MANAGEMENT LLC is a OMAHA, Nebraska based financial advisory firm with nearly $988,870,507 in assets under management and provides investment advisory services for 2114 clients. There are currently 29 financial advisors at the firm.
General Information |
| Firm CRD#: | 311364 | |
| SEC#: | 801-120004 | |
| Assets under Management: | $988,870,507 | |
| No. of Clients: | 2114 | |
| No. of Advisors: | 29 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Other (TURNKEY ASSET MANAGEMENT PROVIDER PLATFORM & CONSULTING, OUTSOURCED CIO SERVICES AND BROKER CONSULTING) | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| AVIOR WEALTH MANAGEMENT, LLC | 148674 | 801-69773 | 4385 | 201 | $5,083,670,234 |
| SEQUENT PLANNING, LLC | 160381 | 801-113971 | 4279 | 80 | $373,438,734 |
| ARKFELD WEALTH STRATEGIES, L.L.C. | 293175 | 801-114011 | 2001 | 8 | $478,933,000 |
| STEVENS CAPITAL PARTNERS | 317517 | 801-122960 | 1608 | 9 | $374,017,112 |
| PRAIRIE WEALTH ADVISORS, INC. | 165266 | 801-77062 | 1156 | 8 | $438,373,210 |
| OLDFATHER FINANCIAL SERVICES LLC | 112505 | 801-79439 | 1125 | 5 | $458,961,667 |
| FIRST NEBRASKA FINANCIAL SERVICES | 298667 | 801-114691 | 896 | 7 | $357,535,542 |
| R2 WEALTH MANAGEMENT PARTNERS | 282055 | 801-114893 | 715 | 8 | $386,182,129 |
| WESTCHESTER CAPITAL MANAGEMENT INC | 110961 | 801-28498 | 641 | 9 | $502,744,938 |
| FLAGSTONE FINANCIAL MANAGEMENT, LLC | 285484 | 801-108722 | 324 | 10 | $375,178,791 |
| FOOTPRINTS ASSET MANAGEMENT & RESEARCH, INC. | 128040 | 801-62315 | 216 | 3 | $36,962,297 |
| PRODIGY ASSET MANAGEMENT LLC | 106457 | 801-43337 | 201 | 9 | $3,360,649,795 |
| ARNOLD WEITZ & CO | 108026 | 801-69800 | 60 | 2 | $366,360,908 |
| WEITZ INVESTMENT MANAGEMENT, INC. | 105088 | 801-18819 | 20 | 37 | $5,153,814,823 |
| MCCARTHY CAPITAL | 158782 | 801-72709 | 12 | 29 | $4,030,326,449 |