WEALTHPLAN ADVISORS, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 150573). Regulatory assets under management: $2.3B.
| Name | Role | Location |
|---|---|---|
| HORTON RICK LEWIS | MANAGER, CHIEF COMPLIANCE OFFICER; PRESIDENT; SECRETARY, DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| SCHLAPPI BECKY STRATTON | TREASURER | — |
| SCHLAPPI SCOTT LARRY | MANAGER; PRESIDENT; PRESIDENT, DIRECTOR | — |
| SCHLAPPI TODD MATHEW | VP, DIRECTOR | — |