WealthPlan Partners: Detailed Company Information & Corporate Profile
Contact top employees from
WealthPlan Partners
Summary
The company currently specializes in the Financial Services area. The annual revenue of WealthPlan Partners varies between 10M and 50M. 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 |
| Estimated Annual Revenue | $10M - 50M |
Competitors
Name | Founded | Type | Employees | Revenue | Funding |
|---|---|---|---|---|---|
| 2008 | - | 10-50 | 1.9M | $- | |
| 2012 | - | 10-50 | 11.3M | $- |
Workforce Turnover
Length of Employment
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 JensenOwner
Robert KeatingSenior Wealth Advisor
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
Laura OBrienOffice Administrator
Jeremy Armagost CFP®Certified Financial Planner™
Flynn LenahanCase Manager
Ben CrayRelationship Manager
Leigh AddisonPractice Manager
Lillian PratherClient 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.
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.
WealthPlan Partners's revenue is approximately 16.4M.
Well-known competitors of WealthPlan Partners include Eagle Wealth Management and OLV Investment Group.
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