President at
The WealthPlan LLC
Years of Experience
20 years
Number of Clients
120
Member Since
2023
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BSBA Finance & Accounting
Obtained in 2003
President
2020 - Present
President
2010 - 2020
The WealthPlan LLC (“WealthPlan”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WealthPlan and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WealthPlan unless a client service agreement is in place. We do not provide tax, accounting, or legal advice to our clients. Please consult with a tax, accounting, or legal professional. For current WealthPlan information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching The WealthPlan LLC or WealthPlan’s CRD # 306820.
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