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WealthPlan Financial Group Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

WealthPlan Financial Group is an independent, comprehensive financial services firm located in Charlotte, North Carolina. It provides an array of services, including financial planning, wealth management, risk management, and corporate and business solutions. The firm serves individuals, families, businesses, corporations, and family offices, addressing a broad set of financial needs through its advisory offerings.

Securities are offered through Cambridge Investment Research, Inc., a registered broker-dealer, with advisory services provided through Cambridge Investment Research Advisors, Inc.; WealthPlan Financial Group, LLC and Cambridge are not affiliated. The company notes a small professional team and positions itself within the broader financial services industry as an independent practitioner. In January 2024, it received multiple industry recognitions for digital initiatives and personal finance products, reflecting notable recognition in technology-enabled wealth management.

Find WealthPlan Financial Group employees' phone numbers or email addresses

WealthPlan Financial Group Global Highlights

Location
Employees

North America
20

Minus sign iconPlus sign icon
  • United States Of America
    20

WealthPlan Financial Group's Leadership

  • Stylized image of a person
    W. B. G.
    Vp Investment Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. C.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. B.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. T.
    Vice President, Operations And Financial Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. J. H.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B.
    Marketing Client Services Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. E.
    Client Service Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. F.
    Client Relationship Manager
    Phone icon
    Mobile Phone

WealthPlan Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from WealthPlan Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. C.
    President
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Apr 06, 2026
  • Stylized image of a person
    C. B.
    Managing Partner
    Phone icon
    Mobile Phone
    UNITED STATES
    Sep 29, 2025
  • Stylized image of a person
    W. B. G.
    Vp Investment Operations
    Phone icon
    Mobile Phone
    United States
    Jun 26, 2026
  • Stylized image of a person
    M. T.
    Vice President, Operations And Financial Planning
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    R. J. H.
    Vice President
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Oct 17, 2024
  • Stylized image of a person
    S. B.
    Marketing Client Services Director
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    G. E.
    Client Service Manager
    Phone icon
    Mobile Phone
    Mar 25, 2026
  • Stylized image of a person
    K. F.
    Client Relationship Manager
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Jun 02, 2026
  • Stylized image of a person
    N. C.
    Senior Research Analyst
    Phone icon
    Mobile Phone
    United StatesNebraska
    Aug 20, 2025
  • Stylized image of a person
    C. C.
    Branch Operations
    Phone icon
    Mobile Phone
    Mar 25, 2026

Frequently Asked Questions

What is WealthPlan Financial Group known for?

Minus sign iconPlus sign iconWealthPlan Financial Group operates in the Financial Services industry. The company's main headquarters is located in 3540 Toringdon Way Suite 200 Charlotte, North Carolina 28277 United States. Explore WealthPlan Financial Group's company overview page for more information.

What is WealthPlan Financial Group's most common email format?

Minus sign iconPlus sign iconWealthPlan Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WealthPlan Financial Group email formats with LeadIQ.

How many employees does WealthPlan Financial Group have currently?

Minus sign iconPlus sign iconWealthPlan Financial Group has approximately 9 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are WealthPlan Financial Group's key employees and leadership?

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As of April 2026, WealthPlan Financial Group's key employees include:

  • Vp Investment Operations: W. B. G.
  • President: B. C.
  • Managing Partner: C. B.
  • Vice President, Operations And Financial Planning: M. T.
  • Vice President: R. J. H.

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