WealthPlan Group Information
Contact top employees from
WealthPlan Group
Summary
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 ind...Show more
Organization Website | wealthplan.group |
Social Links |   |
Phone Number | 1-844-564-6977 |
Industries | |
Headquarters Location | 101 S 108th Ave, Omaha, Nebraska, 68154 US |
Employees Size | 10-50 employees |
Specialties | Turkey Asset Management Platform, Investment Solution, Outsourced CIO, Retirement Solutions, RIA Back Office Support, Financial Compliance, Investment Management, Advisor Technology Suite |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2006 | Partnership | 10-50 | < 1M | $0 | |
| 2017 | Privately Held | 1-10 | - | $- | |
| 1986 | - | 10-50 | - | $- | |
| 2019 | - | 10-50 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at WealthPlan Group shows a diverse range of experience levels:
8% have been with the company for less than 1 year25% for 1–2 years25% for 3–4 years17% for 5–7 years17% for 8–10 years8% have over 11 years of service at WealthPlan GroupContact top employees from
WealthPlan Group
Langston Washington
Head of Trading
Kristina Shea
New Business Coordinator
Christine Behlen
New Business Coordinator
Zak Leedom
Head of Advisor Services
Weston Behlen
Shared Plan Advantage Consultant
Christian Heilbuth
Platform Support Specialist
Sarah McLean Kennelly
Chief Operations Officer
Wyatt Behlen
Shared Plan Advantage Consultant
Sean Marcelino
Director of Business Development
Patrick Brewer
Chief Executive Officer
Stewart Bale
Director of Client Service
Aaron Winters
Sr. Wealth Planner
Andrew Large
Chief of Staff, Planning & Field Operations
Marc Geels
Managing Partner
Emily Knowles Codr
Director of Client Services Retirement Plans & Foundations
Drew Dintaman
Wealth Advisor
Chad Witecy
Director of Strategic Finance
Ward Behlen
Director of Fiduciary Services
DeAndre Geels
Director of Corporate Development
Tyler Johnson
Research Analyst
Dante Smith
Chief Investment Strategist
Jennifer Wilbeck
Director of Education, Retirement Plans & Foundations
Brent OMara
Co-Founder
Similar Companies
FAQ
WealthPlan Group operates in the Finance industries. More details can be found on the official website: wealthplan.group.
The headquarters of WealthPlan Group are located in Omaha, United States.
You can contact WealthPlan Group by phone at 1-844-564-6977.
WealthPlan Group currently employs 10-50 people.
Well-known competitors of WealthPlan Group include TwinFocus, Avantra Family Wealth, WBH Advisory and Wealth Partners Alliance.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
