Joseph
Mcclellan
Wealthplan Partners
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About this Advisor
Joseph Mcclellan is a financial advisor based in Omaha, Nebraska, working with Wealthplan Partners. Joseph has previously held positions at Lpl Financial LLC, Wealthplan Partners, Inc, Securities America Inc, Osaic Wealth, Inc, and Wealthplan Partners, LLC. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Joseph 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
Joseph Mcclellan Work History
Osaic Wealth, Inc
Wealthplan Partners, LLC
Wealthplan Partners,Inc
Securities America Inc
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Joseph Mcclellan 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
Bayonne, NJ
Omaha, NE
Omaha, NE
Omaha, NE
Westminster, CO
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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