JA
CFP
JA
CFP

Jeremy Royal Armagost

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,572 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$5K
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Location

101 S 108th Ave, 3rd Floor, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jeremy owns rental property, works as an insurance agent, and is a professor teaching personal finance. He also serves as a board member for the Kearney Area Community Foundation.

Employment History
Current Registrations
Wealthplan Investment Management LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - August 2024 · 2 mos
Wealthplan Partners
January 2020 - August 2024 · 4 yrs 7 mos
Wealthplan Partners
September 2016 - July 2020 · 3 yrs 10 mos
Securities America, INC.Broker
September 2016 - June 2024 · 7 yrs 9 mos
Summit Financial Group INC
September 2016 - September 2016 · 0 mos
Summit Brokerage Services, INC.Broker
September 2016 - September 2016 · 0 mos
Vsr Advisory Services
October 2007 - September 2016 · 8 yrs 11 mos
Vsr Financial Services, INC.Broker
September 2007 - September 2016 · 9 yrs
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.