WealthPlan Partners Information
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WealthPlan Partners
Summary
WealthPlan Partners strives to develop innovative solutions to address each client's situation, branding 'Return On Life and Return On Investment'. Our mission is to provide a comprehensive customized...Show more
Organization Website | wealthplan.group |
Social Links |    |
Phone Number | +1 402-691-0200 |
Industries | |
Headquarters Location | 101 S. 108th Street, Omaha, Nebraska, 68154 US |
Employees Size | 100-200 employees |
Founded | 1989 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2008 | - | 10-50 | - | $- | |
| 2012 | - | 10-50 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at WealthPlan Partners shows a diverse range of experience levels:
5% have been with the company for less than 1 year10% for 1–2 years10% for 3–4 years14% for 5–7 years19% for 8–10 years43% have over 11 years of service at WealthPlan PartnersDiscover More
Contact top employees from
WealthPlan Partners
Joel Jensen
Owner
Michael Presti CFP®
Senior Wealth Advisor
Michael Norman
Financial Advisor
Sue Wright
Customer Service Manager
Laura OBrien
Office Administrator
Jeremy Armagost CFP®
Certified Financial Planner™
Flynn Lenahan
Case Manager
Drew Coble
Operations Assistant
Leigh Addison
Practice Manager
Lillian Prather
Client Service Specialist
Robert Keating
Senior Wealth Advisor
Meghan McDonough
Administrative Assistant
Rollan Abdallah
Operations Lead
Chad Colvert
Controller
Angela Armagost
Marketing Consultant
David Grano
Financial Planner
Randy Coble
Senior Wealth Advisor
Robert Taylor III CFP®
Managing Partner
Charles Prather IV
Senior Wealth Manager
Kathe Addison
Practice Manager
August Golinski
Financial Planner
Alyse Pflanz
Financial Advisor
David Peterson
Chief Compliance Officer / OSJ
Sharon Hitlan
Registered Assistant
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FAQ
WealthPlan Partners operates in the Finance industries. More details can be found on the official website: wealthplan.group.
The headquarters of WealthPlan Partners are located in Omaha, United States.
You can contact WealthPlan Partners by phone at +1 402-691-0200.
WealthPlan Partners currently employs 100-200 people.
Well-known competitors of WealthPlan Partners include Eagle Wealth Management and OLV Investment Group.
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