Unclaimed Profile

Michael Patrick Brewer

WEALTHPLAN INVESTMENT MANAGEMENT LLC·OMAHA, Nebraska

Series 6, Series 7, Series 63Clean record11 years registeredWEALTHPLAN INVESTMENT MANAGEMENT LLC

101 S 108TH AVE, OMAHA, NE 68154CRD# 5546428Firm CRD# 311364

Profile Verification

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

Identity

Michael Patrick Brewer · OMAHA, NE

Registration

CRD #5546428 · WEALTHPLAN INVESTMENT MANAGEMENT LLC · 11 years registered

Brand Profile

Not yet started

Career History

WEALTHPLAN INVESTMENT MANAGEMENT LLC

Jan 2024 – present

WEALTHSOURCE®

May 2021 – Jan 2024

AUSTIN, TX

SUREPATH WEALTH MANAGEMENT

May 2016 – May 2021

AUSTIN, TX

PENNINGTON FINANCIAL GROUP

Sep 2014 – Jul 2015

GOLD RIVER, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · September 12, 2014

Years registered · 11

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 Michael Patrick Brewer offer?

Michael Patrick Brewer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Michael Patrick Brewer's credentials?

Michael Patrick Brewer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Patrick Brewer located?

Michael Patrick Brewer 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 Michael Patrick Brewer charge for services?

Michael Patrick Brewer'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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