LT
Landon L. Troyer
WEALTHPLAN INVESTMENT MANAGEMENT LLC
Omaha, NE 68154
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CRD#: 5854133
LT
Professional summary
Landon Lee Troyer, who also goes by Landon L Troyer, is a registered financial advisor currently at WEALTHPLAN INVESTMENT MANAGEMENT LLC located in Omaha, Nebraska.
Landon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Landon has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Landon L Troyer
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.
1) Troyer Companies, LLC; Investment Related; 682 Serenity Pointe, Ashland, NE 68003; Insurance Sales; Owner & Insurance Adviser; 02/2017; 12 hours per month; 10 hours spent during securities trading hours; Life, Disability & LTC policy sales. 2) Business with the Boyz, LLC; Not Investment Related; 682 Serenity Pointe Ashland, NE 68003; Podcast; Owner and Co-Host; Started 08/2023; 8 hours per month; 0 hours spent during securities trading hours; co-host podcast and interview guests. 3) Troyer Real Estate, LLC; Not Investment Related; 682 Serenity Pointe Ashland, NE 68003; Real Estate Development; Owner; started 05/2024; 100-140 hours per month; capital raising for projects, business development; review capital structure on deals. 4) Platte Valley Marine Group; Not Investment Related; 682 Serenity Pointe, Ashland, NE 68003; Service Company; Owner, Started 02/2025; 5-10 hours per month
CRS (Client Relationship Summary) - RIA
Click below to view Landon Lee Troyer'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®
NoneExperience
Current
August 16, 2023 - Present
WEALTHPLAN INVESTMENT MANAGEMENT LLC
Office #1: 101 S 108th Ave 3rd Floor, Omaha, NE 68154RIA
CRD#: 311364
Omaha, NE
Past
February 22, 2019 - October 19, 2021
SEQUENT PLANNING, LLC
RIA
CRD#: 160381
ASHLAND, NE
Past
December 2, 2014 - March 7, 2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
Omaha, NE
Past
June 15, 2012 - March 7, 2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Omaha, 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(8/16/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTHPLAN INVESTMENT MANAGEMENT LLC
CRD#: 311364Omaha, NE 68154TRUST BUT VERIFY
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