Dillon
Schutte
Wealthplan Partners
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About this Advisor
Dillon Schutte is a financial advisor based in Omaha, Nebraska, working with Wealthplan Partners. Dillon has previously held positions at Feltz Wealthplan, Securities America, Inc, Union Bank & Trust, Indian Creek Golf Course, Ccs Presentation Systems, Sandlot Ridge, Owens Mowing, Lindsay Corporation, Student, Wealthplan Partners, LLC, and Osaic Wealth, Inc. Dillon has passed the Series 66 regulatory exam and is registered to provide services in Nebraska. Currently, Dillon is part of Wealthplan Partners, which operates out of Omaha, Nebraska. The firm has 14 offices and 75 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealthplan Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthplan Partners Brokerage Details
$1,812,736,244
75
8,894
$203,816
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
Dillon Schutte Work History
Osaic Wealth, Inc
Wealthplan Partners, LLC
Securities America, Inc
Feltz Wealthplan
Owens Mowing
Lindsay Corporation
Union Bank & Trust
Indian Creek Golf Course
Student
Ccs Presentation Systems
Student
Student
Sandlot Ridge
Disclosures
Please visit the SEC profile of Dillon Schutte 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 Partners
Bayonne, NJ
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Westminster, CO
Omaha, NE
Omaha, NE
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