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Robert Charles Keating

Wealthplan Partners

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About Robert Charles Keating

Robert Keating is a financial advisor with Wealthplan Partners, a firm based in Omaha, NE. Robert is registered with the state of New Jersey and has been in the financial services industry since August 25, 2000. Robert Keating offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions.

Firm Information

Robert Keating is currently registered with Wealthplan Partners. Wealthplan Partners is a registered investment advisor headquartered in Omaha, Nebraska. The firm manages over $1.8 billion in assets for individuals, families, trusts, businesses, and retirement plans. Wealthplan Partners provides a variety of financial planning and investment management services, including portfolio management, financial planning, retirement planning, and estate planning. The firm has a team of experienced advisors who are committed to providing clients with personalized financial advice and guidance.
Wealthplan Partners

101 SOUTH 108TH AVENUE

OMAHA, NE 68154

$1.81B

Assets Under Management

3

Total Clients

22

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.

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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Robert Keating’s Registration & Firm History

NJ

12/06/2021 - Present

Wealthplan Partners (Morristown NJ)

NJ

11/08/2018 - 06/14/2024

SECURITIES AMERICA, INC. (MORRISTOWN NJ)

NY

08/15/2003 - 11/12/2018

FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)

NY

09/26/2002 - 03/31/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

GA

02/08/2000 - 07/23/2002

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 10/15/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Robert Charles Keating. Review regulatory record here.
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