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- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-16-2021
- Office Locations
- 1
Office Locations
About Iplan
IPLAN is a Winter Haven, FL wealth advisory led by President/CCO Bryan Christopher Beamer. The firm provides holistic financial and investment planning for individuals and business owners/entrepreneurs, including tax and estate planning coordination, insurance and legacy planning, and portfolio construction. Portfolios emphasize active allocation using public funds, ETFs, and fixed income, with some use of alternatives; custody is listed with Wells Fargo.
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Owner & Executives
BRYAN CHRISTOPHER BEAMER
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #4756995
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,668,848 | -- |
| Non-Discretionary | $11,186,986 | -- |
| Total | $30,855,834 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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