Our Resources
WealthPlan Partners
WealthPlan Partners is our Registered Investment Advisory Firm located in Omaha, NE. Our partnership with WPP was formed in 2017 to enhance our ability to better serve our clientele. WPP enables us to have access to a certified financial analyst, third party money management, some of the best technology in the industry, and extensive financial resources and tools. If you want to learn more about WealthPlan Partners, click here for their website.
TD Ameritrade
TD Ameritrade is our clearing firm located in Omaha, NE. Our partnership with TD was formed in 2017. We chose TD for their highly competitive client transaction fees as well as exceptional technology and service. If you want more information about TD Ameritrade, click here for their website.
Securities America, Inc
Securities America, Inc. is our broker/dealer located in LaVista, NE. Our partnership with SAI was formed in 2017 after extensive research to find the best firm for us and our clients. Kechely Wealth Management has been able to take advantage of the numerous learning opportunities and financial resources SAI provides to its advisors. SAI provides oversight for Kechely Wealth Management including product due diligence and compliance. To learn more about Securities America, click here for their website.