Wayne Wagner
Wayne Wagner is a ChFC-designated registered investment advisor at Wealthplan Investment Management LLC, based in Omaha, NE, with 29 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,145 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthPlan Investment Management provides investment management services for an annual fee that will not exceed 2.00% of the value of your portfolio. The specific fee schedule is negotiable and outlined in your agreement. Fees are generally billed quarterly in advance, based on the portfolio value at the end of the prior quarter. Clients also pay brokerage expenses and other investment-related fees.
Location
101 S 108th Ave, 3rd Floor, Omaha, NE, 68154
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2000Other Business ActivitiesSells Insurance
Wayne is involved in several outside business activities, including serving as a board member for Sovereign Grace Church, selling insurance products, owning and managing rental properties, authoring a book, managing solar panel projects and escape rooms, owning/operating Vizionary Properties I, partnering with Liberty Entertainment, and serving as an advisory board member for the American Society of Pharmacovigilance Physicians. Selling insurance and implementing franchises each take about a quarter of Wayne's time.
Employment History
Current Registrations
Wealthplan Investment Management LLC
Previous Registrations
Wealthplan Partners
Wealthplan Partners
Securities America, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Ascend Financial Services, INC.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.