Tad Singer is a registered investment advisor at Wealthplan Partners, based in Omaha, NE, with 29 years of industry experience. Tad 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
No disclosures, customer disputes, or regulatory actions on file.
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Tad is a board member of the International Wine and Food Society and a community board member at Creighton University Medical Center - Bergan Mercy, each requiring minimal time. Tad also owns Vertex Health Systems, a men's and women's health clinic, dedicating a few hours per week.
Employment History
Current Registrations
Wealthplan Partners
Previous Registrations
Allen Capital Group, LLC
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Smith Hayes Advisers INC
Smith Hayes Financial Services CorporationBroker
Cwm, LLC
LPL Financial LLC
LPL Financial LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.