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Tad Allen Singer

Wealthplan Partners

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About Tad Allen Singer

Tad Singer is a financial advisor with Wealthplan Partners, a firm located in Omaha, NE. Tad has been in the financial services industry since 1996, working with a number of firms including D.A. Davidson & Co., Smith Hayes Financial Services Corporation, and LPL Financial LLC. Tad holds a Series 7 and Series 63 license. Tad's areas of specialization include financial planning, retirement planning, and investment management.

Firm Information

Tad Singer 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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Tad Singer’s Registration & Firm History

NE

02/13/2020 - Present

Wealthplan Partners (OMAHA NE)

NE

07/25/2016 - 09/18/2017

D.A. DAVIDSON & CO. (OMAHA NE)

NE

09/18/2014 - 07/25/2016

SMITH HAYES FINANCIAL SERVICES CORPORATION (OMAHA NE)

NE

07/23/1998 - 10/01/2014

LPL FINANCIAL LLC (OMAHA NE)

MN

11/20/1996 - 07/23/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/20/1996 - 07/23/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 09/24/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tad Allen Singer.
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