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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Landon? Claim Your ProfileLandon Lee Troyer is a registered Investment Advisor Representative at Wealthplan Investment Management LLC. Landon has been in the industry since June 2012. Landon has passed the Series 6, 7 and 66 exams and has a current Series 63 registration. Landon has experience providing investment advice to individuals, corporations, charities, trusts, and retirement plans. Wealthplan Investment Management LLC is a Registered Investment Advisor (RIA) that provides investment management and financial planning services to individuals, families, corporations, and institutions. The firm provides investment management, asset allocation, financial planning, and other advisory services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Turnkey asset management provider platform & consulting, outsourced cio services and broker consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NE
08/16/2023 - Present
Wealthplan Investment Management LLC (OMAHA NE)
NE
06/15/2012 - 03/07/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Omaha NE)
BOTH
Issued 11/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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