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Dillon Troy Schutte

Wealthplan Investment Management LLC

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About Dillon Troy Schutte

Dillon Troy Schutte is a registered investment advisor representative with Wealthplan Investment Management LLC. Dillon has been in the industry for several years and has experience in various financial services roles. Dillon specializes in providing financial planning, portfolio management, and other investment advisory services to individuals, businesses, and pension plans. Dillon holds the Series 66, Series 7TO, and SIE licenses.

Firm Information

Dillon Schutte is currently registered with Wealthplan Investment Management LLC. Wealthplan Investment Management LLC is a registered investment adviser based in Omaha, NE. The firm provides financial planning, pension consulting, and portfolio management services to a range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Wealthplan also offers outsourced CIO services and broker consulting. The firm has approximately $989 million in regulatory assets under management.
Wealthplan Investment Management LLC

101 S 108TH AVE

OMAHA, NE 68154

$988.87M

Assets Under Management

306

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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turnkey asset management provider platform & consulting, outsourced cio services and broker consulting

Turnkey asset management provider platform & consulting, outsourced cio services and broker consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dillon Schutte’s Registration & Firm History

NE

07/12/2024 - Present

Wealthplan Investment Management LLC (OMAHA NE)

NE

06/14/2024 - 08/22/2024

OSAIC WEALTH, INC. (OMAHA NE)

NE

11/14/2022 - 06/14/2024

SECURITIES AMERICA, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 02/03/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/04/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dillon Troy Schutte.
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