Michael
Moravec
Wealthplan Partners
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Moravec is a financial advisor working in Omaha, Nebraska with a total of 3 years of industry experience. Moravec is an employee of Wealthplan Partners. Over the course of their career, they have held roles at Moravec & Associates, Cpa, P.C, Vsr Financial Services, Inc, Summit Brokerage Services, Inc, Summit Financial Group Inc, Securities America, Inc, Wealthplan Partners, LLC, Wealthplan Partners, Inc, Vsr Advisory Services and Moravec Financial Advisors, Inc. Moravec maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Nebraska. Wealthplan Partners is a registered investment company that has its headquarters in Omaha, NE. The investment advisory business has offices in 17 locations and a total of 78 advisors. It handles $2 billion in total assets among its 6,661 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 15 charitable organizations. Of its 6,661 client accounts, just 9% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Wealthplan Partners provides 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. Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types charged by Wealthplan Partners most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$1,619,950,649
78
6,661
$243,199
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
Michael Moravec Work History
Michael has been registered as a financial advisor for 3 years.*
Wealthplan Partners, LLC
Securities America, Inc
Wealthplan Partners, Inc
Moravec Financial Advisors, Inc
Moravec & Associates, Cpa, P.C
Summit Brokerage Services, Inc
Summit Financial Group Inc
Vsr Advisory Services
Vsr Financial Services, Inc
*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 Michael Moravec 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
Omaha, NE
Omaha, NE
Westminster, CO
Omaha, NE
Omaha, NE
Omaha, NE
Boulder, CO
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.
