JA
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
1,572 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.6B
Fee Structure
Minimum Investment:$5K
This firm offers financial planning, consulting, and asset management services. Details on fees for these services were not included in this brochure.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance Planning
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Advisor Information
Office location
101 S 108th Ave, 3rd Floor, Omaha, NE, 68154
Get directionsRegulatory 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 →Other Business ActivitiesSells Insurance
Jeremy owns rental property, works as an insurance agent, and is a professor teaching personal finance. He also serves as a board member for the Kearney Area Community Foundation.
Employment History
Current Registrations
Wealthplan Investment Management LLC
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Osaic Wealth, INC. Broker
June 2024 - August 2024 · 2 mos
Wealthplan Partners
January 2020 - August 2024 · 4 yrs 7 mos
Wealthplan Partners
September 2016 - July 2020 · 3 yrs 10 mos
Securities America, INC.Broker
September 2016 - June 2024 · 7 yrs 9 mos
Summit Financial Group INC
September 2016 - September 2016 · 0 mos
Summit Brokerage Services, INC.Broker
September 2016 - September 2016 · 0 mos
Vsr Advisory Services
October 2007 - September 2016 · 8 yrs 11 mos
Vsr Financial Services, INC.Broker
September 2007 - September 2016 · 9 yrs
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.