TrueAdvisor
TrueAdvisor
DS
DS

Dante Anthony Smith

Wealthplan Investment Management LLC
8 Years of Experience
View SEC Summary
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

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Wealthplan Investment Management LLC
May 2025 - Present · 9 mos
Previous Registrations
Triad Wealth Partners, LLC
July 2024 - April 2025 · 9 mos
Onedigital Investment Advisors
January 2024 - March 2024 · 2 mos
Wealthsource®
July 2019 - April 2024 · 4 yrs 9 mos
Dfpg Investments, INC.Broker
October 2017 - December 2018 · 1 yr 2 mos
American Financial Network Advisory Services, LLC
February 2017 - April 2020 · 3 yrs 2 mos
United Planners' Financial Services of America a Limited Partner
January 2017 - January 2017 · 0 mos
United Planners' Financial Services of America a Limited PartnerBroker
January 2017 - November 2017 · 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.