Landon Lee Troyer

Wealthplan Investment Management LLC

9 Years of Experience

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Firm Information

Wealthplan Investment Management LLC

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.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance Planning

Advisor Information

Office location

101 S 108th Ave, 3rd Floor, Omaha, NE, 68154

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Regulatory History (1)

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Regulatory

August 2017

Final

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Other 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).