WealthPlan Partners
Financial Services • 
Omaha, Nebraska, United States • 21-50 Employees
Company overview
| Headquarters | 101 S. 108th Street, Second Floor, Omaha, Nebraska 68154, US |
| Phone number | +18445646977 |
| Websites | |
| NAICS | 52 |
| Founded | 1989 |
| Employees | 21-50 |
| Socials |
Key Contact at WealthPlan Partners
Brent Mara
Co Founder
WealthPlan Partners Email Formats
WealthPlan Partners uses 5 email formats. The most common is {first initial} (e.g., j@wealthplan.partners), used 41.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@wealthplan.partners | 41.2% |
{first initial}.{last name} | j.doe@wealthplan.partners | 29.4% |
{first initial}{last name} | jdoe@wealthplan.partners | 11.8% |
{first name} | john@wealthplan.group | 11.8% |
About WealthPlan Partners
WealthPlan Partners strives to develop innovative solutions to address each client's situation, branding 'Return On Life and Return On Investment'. Our mission is to provide a comprehensive customized financial plan to help guide our clients through the challenges of each phase of their lives. Our philosophy represents an evolution of investment thought that movies beyond a simple 'Buy and Hold' model; transitioning basic asset allocation into strategy diversification. Focusing more on how investments directly interact and relate to one another. It looks closely at how investments are managed, how they seek to gain returns, and how they address risk exposures. While no firm can guarantee success, our fee-based approach ensures that we don’t succeed unless you succeed.
WealthPlan Partners revenue & valuation
| Annual revenue | $1,796,655 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
WealthPlan Partners has 15 employees across 5 departments.
Departments
Number of employees
Funding Data
WealthPlan Partners has never raised funding before.
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