WealthPlan Partners: Detailed Company Information & Corporate Profile
Contact top employees from
WealthPlan Partners
Summary
The company currently specializes in the Financial Services area. To connect with WealthPlan Partners employee register on SignalHire.
| WealthPlan Partners Website | wealthplan.group |
| Social Links |    |
| Phone Number | +1 402-691-0200 |
| Industries | |
| WealthPlan Partners Headquarters address | 101 S. 108th Street, Omaha, Nebraska, 68154 US |
| Company Size | 100-200 employees |
| Founded | 1989 |
Competitors
Name | Founded | Type | Employees | Revenue | Funding |
|---|---|---|---|---|---|
| 2008 | - | 10-50 | - | $- | |
| 2012 | - | 10-50 | - | $- |
Workforce Turnover
Corporate Tenure Analytics
WealthPlan Partners's workforce includes employees across a wide range of tenure levels.
15% have been with the company for 1 to 2 years8% have been with the company for 3 to 4 years23% have been with the company for 5 to 7 years15% have been with the company for 8 to 10 years38% have been with the company for more than 11 yearsContact top employees from
WealthPlan Partners
Joel Jensen
Owner
Robert Keating
Senior Wealth Advisor
Rollan Abdallah
Operations Lead
Chad Colvert
Controller
Angela Armagost
Marketing Consultant
David Grano
Financial Planner
Robert Taylor CFP®
Managing Partner
Charles Prather IV
Senior Wealth Manager
Kathe Addison
Practice Manager
August Golinski
Financial Planner
Jeremy Armagost CFP®
Certified Financial Planner™
Flynn Lenahan
Case Manager
Ben Cray
Relationship Manager
Drew Coble
Operations Assistant
Leigh Addison
Practice Manager
Lillian Prather
Client Service Specialist
Companies Similar to WealthPlan Partners
WealthPlan Partners Corporate Information: 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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