Securities America Welcomes WealthPLAN Partners
Securities America announced today that WealthPLAN Partners of Omaha, Neb., has joined the independent broker-dealer.
WealthPLAN Partners represents 28 advisors in Nebraska, Colorado, New Jersey and North Carolina with $2.2 billion in client assets.
“We are extremely pleased to begin working with Securities America and look forward to leveraging this new relationship to better serve our partner advisors,” said Todd Feltz, co-founder of WealthPLAN Partners. “We see many tangible benefits from the new relationships. Securities America’s practice management, technology and open architecture gives us a platform that will further accelerate our growth.”
As a hybrid RIA, WealthPLAN Partners provides its expanding network of independent advisors an array of customized services to increase practice performance by leveraging innovative technologies and industry advancements. WealthPLAN Partners also offers fee-based retirement plan options designed to help advisors adhere to the Department of Labor’s increasing fiduciary responsibilities.
“As two Omaha-based firms, Securities America and WealthPLAN Partners share common cultures and values,” said Securities America CEO and President Jim Nagengast. “We look forward to building on WealthPLAN Partners’ well-deserved reputation for superior client service and innovation to help them continue their unparalleled growth.”