Richard Holle is a registered investment advisor at Wealthplan Partners, based in Omaha, NE, with 32 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,711 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WPP provides investment management services for a fee based on the value of your investments. The annual fee is negotiable and varies between 0.01% and 2.00%. The exact billing terms will be determined on a case-by-case basis and shall be described in the executed advisory agreement. In certain cases, Client accounts utilizing third party managers will be charged a fee that is in addition to the fee published for our services. In other instances, this fee will be offset by our firm’s advisory fee.
Location
101 South 108th Avenue, Omaha, NE, 68154
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Regulatory History (2)
Customer Dispute
July 2013Customer Dispute
May 2008Other Business ActivitiesSells Insurance
Richard is an agent for Highland Capital, offering life insurance solutions since 2017. He is also a founding partner and wealth manager at Wealthplan Partners, dedicating a few hours per week to discussing strategies for improvement and growth.
Employment History
Current Registrations
Wealthplan Partners
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Wealthplan Partners
LPL Financial LLCBroker
AXA Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Mds Securities IncorporatedBroker
Natwest Investor Services CorporationBroker
Uslife Equity Sales CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.