WealthPlan Group: Detailed Company Information & Corporate Profile
Contact top employees from
WealthPlan Group
Summary
The company currently specializes in the Financial Services area. The annual revenue of WealthPlan Group varies between 10M and 50M. To connect with WealthPlan Group employee register on SignalHire.
| WealthPlan Group Website | wealthplan.group |
| Social Links |   |
| Phone Number | 1-844-564-6977 |
| Industries | |
| WealthPlan Group Headquarters address | 101 S 108th Ave, Omaha, Nebraska, 68154 US |
| Company 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 |
| Estimated Annual Revenue | $10M - 50M |
Competitors
Name | Founded | Type | Employees | Revenue | Funding |
|---|---|---|---|---|---|
| 2017 | Privately Held | 1-10 | 3.8M | $- | |
| 2006 | Partnership | 10-50 | 27M | $0 | |
| 1986 | - | 10-50 | 8.8M | $- | |
| 2019 | - | 10-50 | 20.8M | $- |
Workforce Turnover
Length of Employment
WealthPlan Group's workforce includes employees across a wide range of tenure levels.
20% have been with the company for less than 1 year40% have been with the company for 1 to 2 years20% have been with the company for 3 to 4 years20% have been with the company for 5 to 7 yearsContact top employees from
WealthPlan Group
Christine BehlenNew Business Coordinator
Zak LeedomHead of Advisor Services
Langston WashingtonHead of Trading
Kristina SheaNew Business Coordinator
Stewart BaleDirector of Client Service
Aaron WintersSr. Wealth Planner
Andrew LargeChief of Staff, Planning & Field Operations
Randy CobleSenior Wealth Advisor
Robert Taylor CFP®Managing Partner
Marc GeelsManaging Partner
Christian HeilbuthPlatform Support Specialist
Sarah McLean KennellyChief Operations Officer
Wyatt BehlenShared Plan Advantage Consultant
Tim HayesFinancial Client Services Associate
Drew CobleWealth Advisor Associate at Wealthplan Group
Patrick BrewerPartner & Chief Executive Officer
Companies Similar to WealthPlan Group
WealthPlan Group Corporate Information: 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.
WealthPlan Group's revenue is approximately 16.4M.
Well-known competitors of WealthPlan Group include Avantra Family Wealth, TwinFocus, WBH Advisory and Wealth Partners Alliance.
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