Wealthplan Partners

Investment Advisor
in Kearney, NE

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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


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

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Wealthplan Partners Brokerage Details

Total Assets Under Management


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


NE Average: 226
Total Number of Accounts


NE Average: 7,467
Average Account Size


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.


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

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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.

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