WealthPlan Group
Investment ManagementView the employees at
WealthPlan Group-
Sean Marcelino WealthPlan Group
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Omaha Metropolitan Area
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Rising Star
Christine Behlen New Business Coordinator at WealthPlan Group-
Omaha
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Top 10%
Kristina Shea New Business Coordinator-
Roseville
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Rising Star
Overview
WealthPlan is a firm built by advisors, for advisors, from the very beginning. Follow along with our story as we’ve grown from regional, commission-based investing into one of the nation’s largest independent advisory firms with over 3 Billion in AUM.
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