Aaron Winters is a CFP-designated registered investment advisor at Wealthplan Partners, based in Omaha, NE, with 19 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range between 0.01% and 2.00% depending on portfolio size, services rendered, and complexity. Fees are negotiable.
Fee Estimator
Location
101 South 108th Avenue, Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wealthplan Partners
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America, INC.Broker
Securities America Advisors, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
First National Capital MarketsBroker
First National Capital Markets, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Arbor Point Advisors
Securities America Advisors, INC.
Securities America, INC.Broker
TD Ameritrade, INC.Broker
Ameritrade, INC.Broker
State Registrations1 state
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.
Exams
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