Wilmington, DE Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,885,041,421
ClientsTotal clients
2,068
AdvisorsAdvisors at this office
2
Of 29 advisors across 12 offices
Location
1020 W. 18th Street, Suite 1
Wilmington DE 19802
Advisors at this office
2
Advisors at this office
Mark P
Series 63, Series 65
Wilmington, DE
WealthPlan Investment Management LLC
Mark Powers is a financial advisor at WealthPlan Investment Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Inc, Vizionary Wealth Management, and LPL Financial. Outside of his financial career, he serves as a deacon and song leader at Calvary Baptist Church in New Jersey. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of about 29 professionals managing over $2 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, and institutions, employing model-based investment strategies across multiple asset classes and offering both discretionary and consulting services.
Wayne W
ChFC®, Series 63, Series 65
Wilmington, DE
WealthPlan Investment Management LLC
Wayne Wagner Jr. is a ChFC®-designated financial advisor with 30 years of industry experience, currently with WealthPlan Investment Management LLC. His prior experience includes long tenures at LPL Financial and Securities America Inc. Wagner serves on the advisory board of the Sovereign Grace Church Marlton nonprofit and hosts the Envizion More Podcast, which covers topics ranging from investing to life. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing over $2 billion in assets. The firm provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, and institutional clients, employing model-based strategies and offering both discretionary and non-discretionary solutions.
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