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WealthPlan Partners

Omaha, Nebraska
Website:
https://www.wealthplan.group/
305026
Omaha, Nebraska
Website:
https://www.wealthplan.group/
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$1,812,736,244
Fee model
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Number of employees
0
Custodians
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Description

Locations

109 E 52nd St Ste 1 Kearney NE 68847
9001 W 110th St Ste 280 Overland Park KS 66210
89 Headquarters Plz Ste 1443 Morristown NJ 7960
8778 Wolff Ct Ste 200 Westminster CO 80031
527 S 4th St David City NE 68632
3608 E Sunset Rd Ste 105 Las Vegas NV 89120
300 Park Ave Fl 12 New York NY 10022
1805 S Washington Blvd Camanche IA 52730
140A Lefante Way Bayonne NJ 7002
101 S 108th Ave Omaha NE 68154

Services Offered

Services Offered
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Recent News

WealthPlan Acquires EFS Wealth Management Group, Expands Midwest Presence
WealthPlan Partners, a national Registered Investment Adviser, has announced its acquisition of EFS Wealth Management Group. Founded in 1991, EFS serves over 500 clients with $360 million in assets under management, focusing on the mass affluent market.
The Omaha RIA has added two teams from Securities America and bought the practice of one of its affiliated advisors.
Omaha, Neb.-based WealthPlan Group has added roughly $635m in new assets through a trio of acquisitions.
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Acquisitions

Number of Acqusitions
None

Success

Partner Success Story Data
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N/a
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Advisor Value Proposition

Business Enhancements

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Planning Support

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Operational Support

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Expansion of Services

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Organic Growth

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Practice Management

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Organic Growth

Growth Channels
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Match confidence
N/a
video Overview
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00:53
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AUM Growth

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Technology

Overview

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Match confidence
N/a
video Overview
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00:53
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Points of Alignment

Brand Adoption

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Client Experience

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Investment Management

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Practice Management

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Growth Profile

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Planning Recommendations

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Centralization of Operations

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Financial Decisions

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Match confidence
N/a
video Overview
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00:53
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Acquisition Model

Acquisition Type
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Earnout Availability
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Max Cash
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Max Equity
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Retention Terms
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Share Ongoing Economics
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Match confidence
N/a
video Overview
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Client Experience

General Overview of Client Experience

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Planning Philosophy and Implementation

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Investment Management Philosophy

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Investment Management Implementation

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Investment Management Team

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Match confidence
N/a
video Overview
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Data Room

Investment Management
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Match confidence
N/a
video Overview
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00:53
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WealthPlan Partners's Ideal Partner

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