Unclaimed Profile

David D Peterson

WEALTHPLAN PARTNERS, LLC·OMAHA, Nebraska

SIE, Series 4, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66, Series 99TOClean record7 years registeredWEALTHPLAN PARTNERS, LLC

101 SOUTH 108TH AVENUE, OMAHA, NE 68154CRD# 3100799Firm CRD# 305026

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David D Peterson · OMAHA, NE

Registration

CRD #3100799 · WEALTHPLAN PARTNERS, LLC · 7 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Oct 2025 – present

WEALTHPLAN PARTNERS

Oct 2023 – present

CETERA INVESTMENT ADVISERS LLC

Jun 2023 – Sep 2023

MINNETONKA, MN

CETERA ADVISOR NETWORKS LLC

May 2021 – Jun 2023

MINNETONKA, MN

SECURITIES AMERICA ADVISORS, INC.

Nov 2018 – Mar 2021

LA VISTA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Series 99TO

Registration record

First registered · November 30, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHPLAN PARTNERS, LLC

CRD 305026 · SEC 801-117955

AUM

$1.8B

Regulatory assets under management

Employees

8,894 client accounts

Services offered by WEALTHPLAN PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHPLAN PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does David D Peterson offer?

David D Peterson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are David D Peterson's credentials?

David D Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David D Peterson located?

David D Peterson is based in OMAHA, Nebraska, working with WEALTHPLAN PARTNERS, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does David D Peterson charge for services?

David D Peterson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHPLAN PARTNERS, LLC?

WEALTHPLAN PARTNERS, LLC has approximately 75 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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