WealthPlan Partners: Detailed Company Information & Corporate Profile
Contact top employees from
WealthPlan Partners
Summary
The business currently specializes in Financial Services area. The company has 100-200 employees. Register with SignalHire to connect with WealthPlan Partners employees and management.
| 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 |
| Estimated Annual Revenue | $10M - 50M |
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 2008 | - | 10-50 | |
| 2012 | - | 10-50 |
Workforce Turnover
Number of employees switched from or switched to
Total employee turnover
Departmental sample breakdown
Turnover activity captured in SignalHire's departmental sample ( employees):
Length of Employment
WealthPlan Partners's workforce includes employees across a wide range of tenure levels.
22% have been with the company for 1 to 2 years11% have been with the company for 3 to 4 years11% have been with the company for 5 to 7 years11% have been with the company for 8 to 10 years44% have been with the company for more than 11 yearsContact top employees from
WealthPlan Partners
Joel JensenOwner
Rollan AbdallahOperations Lead
Chad ColvertController
Angela ArmagostMarketing Consultant
David GranoFinancial Planner
Charles Prather IVSenior Wealth Manager
Kathe AddisonPractice Manager
August GolinskiFinancial Planner
Alyse PflanzFinancial Advisor
David PetersonChief Compliance Officer / OSJ
Jeremy Armagost CFP®Certified Financial Planner™
Flynn LenahanCase Manager
Ben CrayRelationship Manager
Leigh AddisonPractice Manager
Lillian PratherClient Service Specialist
Parker TakaokaSummer Intern
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.
WealthPlan Partners has offices located in Omaha, US.
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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