Landon Troyer
Landon Troyer is a registered investment advisor at Wealthplan Investment Management LLC, based in Omaha, NE, with 9 years of industry experience. Landon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 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
WealthPlan Investment Management provides investment management services for an annual fee that will not exceed 2.00% of the value of your portfolio. The specific fee schedule is negotiable and outlined in your agreement. Fees are generally billed quarterly in advance, based on the portfolio value at the end of the prior quarter. Clients also pay brokerage expenses and other investment-related fees.
Location
101 S 108th Ave, 3rd Floor, Omaha, NE, 68154
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Regulatory History (1)
Regulatory
August 2017Other 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
Previous Registrations
Sequent Planning, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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.