Jeremy
Armagost

Wealthplan Partners

CRD#5401158
Investment Advisor
in Kearney, NE

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jeremy Armagost is a certified financial planner working in Kearney, Nebraska, who has 3 years of relevant experience. Armagost is currently employed by Wealthplan Partners. Throughout their career, Armagost has worked at Vsr Financial Services, Inc, Vsr Advisory Services, Summit Brokerage Services, Inc, Summit Financial Group Inc, Securities America, Inc, Wealthplan Partners, Inc and Wealthplan Partners, LLC. Armagost has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Nebraska. Wealthplan Partners is an advisory company based out of Omaha, NE. It has offices in 17 locations and a total of 78 financial advisors. It manages $2 billion in assets under management between its 6,661 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 15 charities and foundations. Of its 6,661 accounts, just 9% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules typically depend on which services the firm provides the client. Fees charged by Wealthplan Partners can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

109 E 52Nd Street Suite 1
Kearney, NE 68847

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 Partners Brokerage Details

Total Assets Under Management

$1,619,950,649

NE Average: $1,978,216,465
Total Number of Employees

78

NE Average: 226
Total Number of Accounts

6,661

NE Average: 7,467
Average Account Size

$243,199

NE Average: $264,928

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

Jeremy Armagost Work History

Jeremy has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Wealthplan Partners, LLC

2016 - Present (8 years)

Securities America, Inc

2016 - Present (8 years)

Wealthplan Partners, Inc

2016 - 2016 (< 1 year)

Summit Brokerage Services, Inc

2016 - 2016 (< 1 year)

Summit Financial Group Inc

2007 - 2016 (9 years)

Vsr Financial Services, Inc

2007 - 2016 (9 years)

Vsr Advisory Services

*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 Jeremy Armagost 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

Jessica Rausch
Omaha, NE
Austin Miller
Omaha, NE
Steven Druckman
Omaha, NE
Charles Prather
Westminster, CO
Shawn Hanquist
Omaha, NE
Lisa Cowan
Boulder, CO
Anthony Stoll
Omaha, NE
Terrence Devlin
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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started