Jeremy
Armagost
Wealthplan Partners
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About this Advisor
Jeremy Armagost is a financial advisor based in Kearney, Nebraska, working with Wealthplan Partners. Jeremy has previously held positions at Vsr Financial Services, Inc, Vsr Advisory Services, Summit Brokerage Services, Inc, Summit Financial Group Inc, Securities America, Inc, Wealthplan Partners, Inc, Wealthplan Partners, LLC, and Osaic Wealth, Inc. Jeremy has passed the Series 66 regulatory exam and is registered to provide services in Nebraska. Currently, Jeremy is part of Wealthplan Partners, which operates out of Kearney, 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
Jeremy Armagost Work History
Osaic Wealth, Inc
Wealthplan Partners, LLC
Securities America, Inc
Wealthplan Partners, Inc
Summit Brokerage Services, Inc
Summit Financial Group Inc
Vsr Financial Services, Inc
Vsr Advisory Services
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
Omaha, NE
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Bayonne, NJ
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Westminster, CO
Omaha, NE
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Omaha, NE
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