Jeremy Armagost
Jeremy Armagost is a CFP-designated registered investment advisor at Wealthplan Investment Management LLC, based in Kearney, NE, with 19 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum combined annual management fee and annual strategy fee will not exceed 2.00% of assets under management. Fees are negotiable based on account size, complexity, and services provided.
Fee Estimator
Location
109 E 52nd St, Ste 1, Kearney, NE, 68847
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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 →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
Previous Registrations
Osaic Wealth, INC.Broker
Wealthplan Partners
Wealthplan Partners
Securities America, INC.Broker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, 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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