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Landon Troyer

Wealthplan Investment Management LLC
10 Years of Experience
Omaha, NE
1 DisclosureSells Insurance
View SEC Summary
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Landon Troyer is a registered investment advisor at Wealthplan Investment Management LLC, based in Omaha, NE, with 10 years of industry experience. Landon 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.

Wealthplan Investment Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
2,145 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2017
Final
View Full SEC ReportHow 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).

Employment History
Current Registrations
Wealthplan Investment Management LLC
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Sequent Planning, LLC
February 2019 - October 2021 · 2 yrs 8 mos
Northwestern Mutual Investment Services,llc
December 2014 - March 2017 · 2 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
June 2012 - March 2017 · 4 yrs 9 mos
State Registrations1 state
NE
Advisor

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
No exam information available for this advisor.
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