Securities America Welcomes WealthPLAN Partners
November 03 2016 - 7:00AM
Business Wire
Omaha, Neb.-based firm has 28 advisors with
$2.2 billion in client assets
Securities America, a wholly owned subsidiary of Ladenburg
Thalmann Financial Services, Inc. (NYSE MKT: LTS, LTS PrA),
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.”
About Securities America
Securities America is one of the nation’s largest independent
broker-dealers with more than 2,000 independent advisors and $60
billion in client assets.
Securities offered through Securities America, Inc., member
FINRA/SIPC.
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version on businesswire.com: http://www.businesswire.com/news/home/20161103005080/en/
Securities AmericaNatalie Hadley402-399-9111 ext.
4606800-747-6111 ext. 4606nhadley@saionline.com
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