Landon Lee Troyer

Wealthplan Investment Management LLC

9 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Wealthplan Investment Management LLC

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

Location

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

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History

Regulatory History (1)

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Regulatory

August 2017

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Landon owns Troyer Companies, LLC, where he sells life, disability, and long-term care insurance, dedicating a few hours per week. He also owns Business with the Boyz, LLC (a podcast), Troyer Real Estate, LLC (real estate development, taking nearly full-time), and Platte Valley Marine Group (a service company).