Dante Anthony Smith
Investment adviser representative at Wealthplan Investment Management LLC
12 yearsExperience
1 stateRegistered in
$2.2BFirm assets
5 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.
- Wealthplan Investment Management LLCMay 2025 to now
- Triad Wealth Partners, LLCMar 2024 to now
- Onedigital Investment Advisors LLCJan 2024 to Mar 2024
- Wealthsource Partners, LLCJul 2019 to Mar 2024
- Dfpg Investments, Inc.Oct 2017 to Dec 2018
- United Planners' Financial Services of AmericaJan 2017 to Oct 2017
- United Planners' Financial Services of AmericaSep 2014 to Dec 2016
- American Financial Network Advisory Services, LLCAug 2014 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wealthplan Investment Management LLC
$2.2BAssets managed
2,145Clients
29Advisers
5 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
- 6332541
- Firm CRD
- 311364