WealthPlan Partners - M&A Summary and Business Overview

Financial ServicesCompany

WealthPlan Partners M&A Summary

WealthPlan Partners has acquired 2 companies, including 2 in the last 5 years.

WealthPlan Partners has acquired in 2 different US states. The Company’s most targeted sectors include financial services (100%).

WealthPlan Partners Business Overview

Where is WealthPlan Partners headquartered?

WealthPlan Partners is headquartered in Omaha, Nebraska.

What sector is WealthPlan Partners in?

WealthPlan Partners is a financial services company.

When was WealthPlan Partners founded?

WealthPlan Partners was founded in 1995.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 1
  • Total Countries Invested 1

WealthPlan Partners

WealthPlan Partners LLC

101 South 108th Avenue First Floor,
Omaha, Nebraska 68154
United States,
(402) 691-0200
www.wealthplan.partners

WealthPlan Partners is a full-service wealth management and financial planning firm. WealthPlan Partners offers a wide range of fee-based services, including investment management, financial planning, family office support, retirement planning, estate and tax strategies, and insurance solutions. WealthPlan Partners was founded in 1995 and is based in Omaha, Nebraska.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # - - - - - 2 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
EFS Wealth Management Group 2024-09-27 - Add-on Acquisition
Sioux, Iowa · www.efs4u.com
Klauke Investments & Insurance Services 2024-09-27 - Add-on Acquisition
Onalaska, Wisconsin · www.klaukefinancial.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (100%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  Wisconsin 1 - - -
  Iowa 1 - - -
Total 2 - - -

Company Summary

SECTOR

Financial Services

Established

1995

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Nebraska Companies , Financial Services Companies , United States Companies , Nebraska Financial Services Companies , Nebraska Financial Services with Acquisitions , Nebraska Financial Services with Divestitures

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