Unclaimed Profile

Erik William Ogard

WEALTHPLAN INVESTMENT MANAGEMENT LLC·OMAHA, Nebraska

SIE, Series 3, Series 7, Series 63CFAClean record12 years registeredWEALTHPLAN INVESTMENT MANAGEMENT LLC

101 S 108TH AVE, OMAHA, NE 68154CRD# 2316458Firm CRD# 311364

Profile Verification

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

Identity

Erik William Ogard · OMAHA, NE

Registration

CRD #2316458 · WEALTHPLAN INVESTMENT MANAGEMENT LLC · 12 years registered

Brand Profile

Not yet started

Career History

CWC ADVISORS, LLC

Feb 2025 – present

WEALTHPLAN INVESTMENT MANAGEMENT LLC

Jan 2022 – Dec 2024

Gig Harbor, WA

FORTITUDE ADVISORY GROUP L.L.C.

Jul 2021 – Dec 2021

University Place, WA

MONEA INVESTMENTS, LLC

Oct 2013 – Apr 2018

TACOMA, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Registration record

First registered · October 16, 2013

Years registered · 12

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHPLAN INVESTMENT MANAGEMENT LLC

CRD 311364 · SEC 801-120004

AUM

$989M

Regulatory assets under management

Employees

2,114 client accounts

Services offered by WEALTHPLAN INVESTMENT MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WEALTHPLAN INVESTMENT MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Erik William Ogard offer?

Erik William Ogard specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Erik William Ogard's credentials?

Erik William Ogard holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Erik William Ogard located?

Erik William Ogard is based in OMAHA, Nebraska, working with WEALTHPLAN INVESTMENT MANAGEMENT LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Erik William Ogard charge for services?

Erik William Ogard'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 INVESTMENT MANAGEMENT LLC?

WEALTHPLAN INVESTMENT MANAGEMENT LLC has approximately 29 employees and manages $989M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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