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About
Marc Geels is Partner and Senior Wealth Advisor at WealthPlan Group, based in Sioux City, Iowa, where he leads the development of the firm's ultra-high-net-worth division as of late 2024. He leverages over three decades of wealth management experience to drive strategic growth, focusing on comprehensive financial planning, investment management, estate and tax strategies, and holistic retirement solutions for affluent and ultra-affluent clients.
Prior to joining WealthPlan Group, Marc was the founder, CEO, and Wealth Manager at EFS Wealth Management Group from 1991 through 2024, guiding the firm to $360 million in assets under management and building a reputation for excellence in retirement income planning and time-segmented distribution strategies for pre-retirees and retirees. He has also served as Wealth Manager at Securities America Advisors, Inc., maintaining a focus on serving mass affluent clientele with a strong retirement and income distribution model.
Marc is a Certified Financial Planner™ (CFP®) and Behavioral Financial Advisor™ (BFA™), holding a Bachelor of Arts in Business and Accounting from Dordt University. His expertise centers on retirement planning, tax-advantaged wealth strategies, and bespoke portfolio management across public equities, fixed income, and alternative asset classes for high- and ultra-high-net-worth individuals.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| WealthPlan Group | Managing Partner | Sep 2024 to Present | — |
| EFS Group Wealth Management | Wealth Manager, CEO | Jun 1991 to Present | Create specialized strategies for retirement and income distribution planning. Registered Branch Office Address: 5764 Sunnybrook Drive Sioux City, IA 51106 |
| Securities America Advisors, Inc. | Wealth Manager | Jan 2006 to Present | For disclosure please visit our website: www.efs4u.com Third-party comments are not verified and may not be representative of all client experiences. |
| Securities America | Advisor | Jan 2006 to Present | — |
| BNI (Business Networking International) | Executive Committe (Visitor Host) | Mar 2011 to Jun 2015 | I was part of the executive committee |
Education
Dordt University
Bachelor of Arts (B.A.), Accounting and Business/Management
1987 — 1991
Dordt University
BA, Business and Accounting
1987 — 1991
Others at Wealthplan Investment Management, LLC (3)
| Name | Role | Location |
|---|---|---|
R Robert Taylor | Managing Partner | Allendale, NJ , United States |
N Nick Codola | Sr. Research Analyst | United States |
 | Research Analyst | Omaha, NE , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
P Phil Ruden | Managing Partner | Prodigy Asset Management LLC | Omaha, NE , United States |
A Arnie Ovalles | Partner | Prodigy Asset Management LLC | Omaha, NE , United States |
