Jeremy R. Armagost
WEALTHPLAN INVESTMENT MANAGEMENT LLC
Kearney, NE 68847
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CRD#: 5401158
Professional summary
Jeremy Royal Armagost, CFP® is a registered financial advisor currently at WEALTHPLAN INVESTMENT MANAGEMENT LLC located in Kearney, Nebraska.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jeremy has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
***Royal Partners - Position: Owner - Nature: Rental Property - Investment Related: Yes - Hours: 1 - Securities Trading Hours: 1 - Start Date: 9/2012 - Address: 2411 W 42nd St, Kearney NE 68845 ***Jeremy Armagost - Position: Insurance Agent - Nature: Insurance Sales - Investment Related: Yes - Hours: 5 - Securities Trading Hours: 5 - Start Date: 9/2012 - Address: 109 E 52nd St, Kearney NE 68847 ***UNIVERSITY OF NEBRASKA AT KEARNEY POSITION: professor NATURE: Education INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 12 START DATE: 09/01/2020 ADDRESS: 1917 W. 24th Street, Suite 300C, Kearney NE 68849, United States DESCRIPTION: Teach Personal Finance class ***KEARNEY AREA COMMUNITY FOUNDATION POSITION: board member NATURE: Kearney Area Community Foundation Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/21/2020 ADDRESS: 412 W 48th St # 12, Kearney NE 68845, United States DESCRIPTION: Kearney Area Community Foundation Board Member
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Royal Armagost's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
July 31, 2024 - Present
WEALTHPLAN INVESTMENT MANAGEMENT LLC
Office #1: 109 E 52nd St, Ste 1, Kearney, NE 68847RIA
CRD#: 311364
Kearney, NE
Past
June 14, 2024 - August 2, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
KEARNEY, NE
Past
January 15, 2020 - August 9, 2024
WEALTHPLAN PARTNERS
RIA
CRD#: 305026
Kearney, NE
Past
September 26, 2016 - July 10, 2020
WEALTHPLAN PARTNERS
RIA
CRD#: 158935
Kearney, NE
Past
September 22, 2016 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
KEARNEY, NE
Past
September 1, 2016 - September 26, 2016
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
BOCA RATON, FL
Past
September 1, 2016 - September 26, 2016
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
KEARNEY, NE
Past
October 29, 2007 - September 1, 2016
VSR FINANCIAL SERVICES, INC.
RIA
CRD#: 14503
KEARNEY, NE
Past
September 19, 2007 - September 1, 2016
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
KEARNEY, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WI
WEALTHPLAN INVESTMENT MANAGEMENT LLC
FELTZ WEALTHPLAN | WEALTHPLAN PARTNERS - THE COBLE & MCCUNE TEAM | WEALTHPLAN INVESTMENT MANAGEMENT LLC | WEALTHPLAN GROUP PACIFIC NORTHWEST | WEALTHPLAN GROUP COBLE MCCUNE TEAM | WEALTHPLAN GROUP | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | OGARD PRIVATE WEALTH, LLC
CRD#: 311364 / SEC#: 801-120004
RIA
Registered Investment Advisory firm - (12/18/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Nebraska(7/31/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WI
WEALTHPLAN INVESTMENT MANAGEMENT LLC
FELTZ WEALTHPLAN | WEALTHPLAN PARTNERS - THE COBLE & MCCUNE TEAM | WEALTHPLAN INVESTMENT MANAGEMENT LLC | WEALTHPLAN GROUP PACIFIC NORTHWEST | WEALTHPLAN GROUP COBLE MCCUNE TEAM | WEALTHPLAN GROUP | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | OGARD PRIVATE WEALTH, LLC
CRD#: 311364 / SEC#: 801-120004
RIA
Registered Investment Advisory firm - (12/18/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
101 S 108th Ave 3rd Floor, Omaha, NE 68154
Mailing Address
Phone number
(402) 691-0200
Established
Firm type
Fiscal year end
# of Employees
40
SEC notice filing (33 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,957 |
| AUM (Assets Under Management) | $ 1,574,375,590 |
Red Flags
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