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  • OSJ@wealthplanfinancial.com

Affiliation Options

  2. For Advisors
  3. Affiliation Options

Reinforced by a culture of independence, you have the freedom to build equity through your brand or ours. Whether you want to run a fully independent practice or rely on us for more integrated services, we provide the infrastructure to help manage, regulate and grow your practice. We are here to support you every step of the way.

INTEGRATED INDEPENDENCE

  • Full benefits packages available for both you and your staff
  • Annualized commissions (up to $10,000 per case)
  • Non-Captive

FULL INDEPENDENCE

  • Excludes benefits and annualization

Whether Integrated or Fully Independent, you will have the flexibility and creative solutions to help you succeed.  Here are some other benefits and resources available to all of our registered affiliates:

  • Leading independent broker-dealer affiliation with Cambridge Investment Research, Inc. 
  • Competitive payout options based on production and affiliation
  • Freedom to recommend products from a plethora of highly rated and recognized companies
  • Choose to work from your own office location or one of our already established branches
  • Premier Partner – Rewards and recognition
  • Variety of resources are available including financial planning, case design, marketing, practice management, compliance, proprietary software and technology (some resources may be limited depending on affiliation)

INSURANCE BROKER

In addition to being a General Agency for Lincoln Financial Group, WealthPlan Financial also serves as an independent insurance agency with access to all major carriers.  This means you have the freedom to offer the product that best meets your client’s needs while still having access to exclusive benefit opportunities, including:

  • PPO & High Deductible comprehensive health insurance options
  • Dental
  • Vision
  • FICA Match
  • 401(k) access with 50% match up to 6%
Address

3540 Toringdon Way Suite 200
Charlotte, NC 28277

Phone

(704) 357-1099

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Click Here for Cambridge’s Form CRS 2.

    Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MS, MT, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI & WV.

    Cambridge Investment Research Inc., and WealthPlan Financial Group are not affiliated. 

    The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

    © 2017-2023 | WealthPlan Financial. All rights reserved.