Terrence
Devlin
Wealthplan Partners
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About this Advisor
Terrence Devlin is a financial advisor who works out of Omaha, Nebraska who has 2 years of relevant experience. Devlin is an advisor for Wealthplan Partners. The advisor has gained experience at Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Wealthplan Partners and Securities America Advisors. Devlin holds Series 63 and Series 66 licenses, certifying them as a securities agent, and can operate in Nebraska. Wealthplan Partners is a registered investment business operating out of Omaha, NE. The company has offices in 17 locations and a total of 78 advisors. It administers $2 billion in total assets across its 6,661 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 15 charities and foundations. Of its 6,661 accounts, just 9% belong to high-net-worth investors who have at least $1 million in assets available to invest. Wealthplan Partners offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely depend on the type of financial services. Fees billed by Wealthplan Partners can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Terrence Devlin Work History
Terrence has been registered as a financial advisor for 2 years.*
Wealthplan Partners
Securities America Advisors
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metlife Securities 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 Terrence Devlin 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
Omaha, NE
Westminster, CO
Omaha, NE
Boulder, CO
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 profile-compliance@smartasset.com.
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