Michael
Moravec
Wealthplan Partners
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About this Advisor
Michael Moravec is a financial advisor based in Omaha, Nebraska, working with Wealthplan Partners. Michael has previously held positions at Moravec & Associates, Cpa, P.C, Vsr Financial Services, Inc, Summit Brokerage Services, Inc, Summit Financial Group Inc, Wealthplan Partners, Inc, Wealthplan Partners, LLC, Osaic Wealth, Inc, Securities America, Inc, Vsr Advisory Services, and Moravec Financial Advisors, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nebraska. Currently, Michael 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
Michael Moravec Work History
Osaic Wealth, Inc
Wealthplan Partners, LLC
Wealthplan Partners, Inc
Securities America, 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
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
Bayonne, NJ
Omaha, NE
Westminster, CO
Omaha, NE
Omaha, NE
Omaha, NE
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