PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
WALDMAN BROTHERS LLP

Welfare broker

WALDMAN BROTHERS LLP

Mailing address (most recent filing)

6200 LBJ FREEWAY, SUITE 200

DALLAS, TX 75240

Total comp: $50K
Commissions: $49K
Fees: $441
Filings: 1
Sponsors: 1

Not enough current filings to build analytics for WALDMAN BROTHERS LLP.

No sponsors where WALDMAN BROTHERS LLP is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
WALDMAN BROTHERS LLP

Welfare broker

WALDMAN BROTHERS LLP

Mailing address (most recent filing)

6200 LBJ FREEWAY, SUITE 200

DALLAS, TX 75240

Total comp: $50K
Commissions: $49K
Fees: $441
Filings: 1
Sponsors: 1

Not enough current filings to build analytics for WALDMAN BROTHERS LLP.

No sponsors where WALDMAN BROTHERS LLP is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms