Wealthplan Investment Management LLC
$2.2B
2,145Clients
29Advisers
5 yearsIn business
Contact this firm
Who works here
- Alyse Pflanz
- Andrew Mason Dintaman
- Austin Gregory Miller
- Brenden Christopher Tauber
- Brent Allen McCune
- Brent Thomas Omara
- Christopher Maxime Shea
- Dante Anthony Smith
- Dillon Troy Schutte
- James B Munson
- James Ferrell Obrien
- Jeremy Royal Armagost
- Kevin Eugene O'Mara
- Landon Lee Troyer
- Langston Washington
- Mark A Powers
- Michael Leo Shea
- Michael Patrick Brewer
- Michael Prestifilippo
- Paul James Pittman
- Randall Scott Coble
- Robert Charles Keating
- Robert William Taylor
- Wade Cleve Behlen
- Ward Cameron Behlen
- Wayne David Wagner
- Weston Wade Behlen
- Wyatt James Behlen
- Zachary Scott Leedom
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Wealthplan Investment Management LLC
$2.2B
2,145Clients
29Advisers
5 yearsIn business
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 311364