Louis Paul Thomas Brunning

Wealthplan Partners

5 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management

Wealthplan Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

20 advisors

Number of Clients

2,424 clients

Average Client Portfolio

$525K average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:$5K

Location

101 South 108th Avenue, Omaha, NE, 68154

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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.

Employment History

Current Registrations

Wealthplan Partners

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Securities America Advisors, INC.

June 2021 - April 2024 · 2 yrs 10 mos

Mutual of Omaha Investor Services, INC.

January 2020 - June 2021 · 1 yr 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.