David
Ricchini
Wealthplan Investment Management LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
David Ricchini is a financial advisor working in Omaha, Nebraska. Ricchini currently works for Wealthplan Investment Management LLC. Over the course of their career, Ricchini has held roles at Pizza West, Td Ameritrade, Eagle Run Golf Course / Midwest Golf Operation, University Of Nebraska At Omaha, Uber, Great Western Bank, Union Pizzeria And Sports Bar, Gregg Young Cheverolet, Kum & Go, Mojos Carwash And Detail Center, Fairacres Lawncare, Millard North High School, Metro Community College, Uno, Orion Portfolio Solutions, Brinker Capital Securities and Wealthplan Investment Management, LLC. Ricchini has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Nebraska. Wealthplan Investment Management LLC is a firm headquartered in Omaha, NE. It administers $870 million in assets under management among its 1,096 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 1,096 customer accounts, 18% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice typically vary depending on which services the firm provides the client. However, fee types billed by Wealthplan Investment Management LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wealthplan Investment Management LLC Brokerage Details
$869,707,596
26
1,096
$793,529
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
David Ricchini Work History
David has been registered as a financial advisor for 0 years.*
Wealthplan Investment Management, LLC
Brinker Capital Securities
Orion Portfolio Solutions
Td Ameritrade
Eagle Run Golf Course / Midwest Golf Operation
Pizza West
University Of Nebraska At Omaha
Uber
Great Western Bank
Union Pizzeria And Sports Bar
Gregg Young Cheverolet
Kum & Go
Mojos Carwash And Detail Center
Fairacres Lawncare
Millard North High School, Metro Community College, Uno
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Ricchini to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthplan Investment Management LLC
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Wilmington, DE
Omaha, NE
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
