Unclaimed Profile

Deanna Rose Coglianese

WEALTHPLAN PARTNERS, LLC·OMAHA, Nebraska

SIE, Series 7, Series 24, Series 63, Series 65, Series 66, Series 99TOClean record19 years registeredWEALTHPLAN PARTNERS, LLC

101 SOUTH 108 AVENUE, OMAHA, NE 68154CRD# 4796292Firm CRD# 305026

Profile Verification

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

Identity

Deanna Rose Coglianese · OMAHA, NE

Registration

CRD #4796292 · WEALTHPLAN PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

BCG SECURITIES, INC.

Jan 2026 – present

HORACE MANN INVESTORS, INC.

Jan 2026 – present

AE WEALTH MANAGEMENT, LLC

Aug 2022 – Dec 2025

Topeka, KS

WEALTHPLAN PARTNERS

May 2022 – Sep 2022

OMAHA, NE

AE WEALTH MANAGEMENT, LLC

Sep 2021 – Apr 2022

TOPEKA, KS

ENVISION INVESTMENT ADVISORS, LLC

Jun 2009 – Apr 2013

OMAHA, NE

QA3 FINANCIAL LLC

May 2007 – Apr 2008

OMAHA, NE

AMERIVEST INVESTMENT MANAGEMENT, LLC

Mar 2007 – May 2007

BELLEVUE, NE

THRIVENT INVESTMENT MANAGEMENT INC.

Nov 2006 – Feb 2007

OMAHA, NE

AXA ADVISORS, LLC

Sep 2006 – Oct 2006

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 66

Series 99TO

Registration record

First registered · September 18, 2006

Years registered · 19

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 Deanna Rose Coglianese offer?

Deanna Rose Coglianese specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Deanna Rose Coglianese's credentials?

Deanna Rose Coglianese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Deanna Rose Coglianese located?

Deanna Rose Coglianese is based in OMAHA, Nebraska, working with WEALTHPLAN PARTNERS, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Deanna Rose Coglianese charge for services?

Deanna Rose Coglianese'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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