Andrew Pierce Large
Investment adviser representative at Wealthplan Partners
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Osaic Wealth, Inc.Jul 2025 to now
- Wealthplan Partners, LLCJun 2025 to now
- Wealthplan Investment Management, LLCJun 2025 to now
- Osaic Advisory Services, LLCNov 2024 to Mar 2025
- Osaic Wealth, Inc.Jun 2024 to Mar 2025
- Arbor Point AdvisorsSep 2014 to Mar 2025
- Securities America AdvisorsApr 2014 to Mar 2025
- Securities America IncApr 2014 to Mar 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NE).
Wealthplan Partners
Legal name: Wealthplan Partners, LLC
$1.1BAssets managed
1,711Clients
26Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5699415
- Firm CRD
- 305026