What departments does WealthPlan Financial Group have?

WealthPlan Financial Group has employees across 7 departments including Operations, Marketing, Analytics, Finance, Information Technology.

What is the largest department at WealthPlan Financial Group?

The largest department at WealthPlan Financial Group is Operations with 3 employees.

Where are WealthPlan Financial Group employees located globally?

WealthPlan Financial Group has employees across 1 continents and 1 countries including United States Of America.

How has WealthPlan Financial Group's team size changed over time?

WealthPlan Financial Group's team has remained stable from approximately 8 to 8 employees based on available data.

WealthPlan Financial Group Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

WealthPlan Financial Group is an independent, comprehensive financial services firm.  We help individuals, families, businesses, corporations and family offices achieve financial success through a variety of services including:  Financial Planning, Wealth Management, Risk Management and Corporate & Business Solutions.

For more information on what WealthPlan has to offer our clients and advisors please visit our website below.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. WealthPlan Financial Group, LLC and Cambridge are not affiliated.
 
Content provided via links to third party sites should not be considered an endorsement of third- party content. We make no representation as to the completeness or accuracy of information provided at these websites.
 
Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success.

Find WealthPlan Financial Group employees' phone numbers or email addresses

WealthPlan Financial Group Global Highlights

North America
21

United States Of America
21

WealthPlan Financial Group's Leadership

W. B. G.
Vp Investment Operations
Mobile Phone
Email
B. C.
President
Mobile Phone
Email
C. B.
Managing Partner
Mobile Phone
Email
M. T.
Vice President, Operations And Financial Planning
Mobile Phone
Email
R. J. H.
Vice President
Mobile Phone
Email
S. B.
Marketing Client Services Director
Mobile Phone
Email
K. F.
Client Relationship Manager
Mobile Phone
Email
N. C.
Senior Research Analyst
Mobile Phone
Email

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

B. C.
Network Pc Technician
Mobile Phone
Email
Oct 22, 2024
N. G.
Branch Office Administrator
Mobile Phone
Email
United StatesNorth Carolina
Oct 18, 2024
T. P.
Insurance Agent
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
W. B.
Shared Plan Advantage Consultant
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is WealthPlan Financial Group known for?

WealthPlan 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?

WealthPlan 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?

WealthPlan Financial Group has approximately 9 employees as of February 2026. These team members are located across 1 continents, including North America.

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

As of February 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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