Unclaimed Profile

Scott Michael Cuykendall

WEALTHPLAN PARTNERS, LLC·OMAHA, Nebraska

SIE, Series 7, Series 9, Series 10, Series 24, Series 31, Series 52TO, Series 53, Series 63, Series 65, Series 66, Series 99TOClean record24 years registeredWEALTHPLAN PARTNERS, LLC

101 SOUTH 108 AVENUE, OMAHA, NE 68154CRD# 2794901Firm CRD# 305026

Profile Verification

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

Identity

Scott Michael Cuykendall · OMAHA, NE

Registration

CRD #2794901 · WEALTHPLAN PARTNERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

RBC CAPITAL MARKETS, LLC

Jul 2023 – present

WEALTHPLAN PARTNERS

Aug 2022 – Jul 2023

OMAHA, NE

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Mar 2009 – Jan 2021

Omaha, NE

TD AMERITRADE, INC.

Mar 2009 – Dec 2020

OMAHA, NE

AMERIVEST INVESTMENT MANAGEMENT, LLC

Oct 2006 – Mar 2009

Omaha, NE

TD AMERITRADE, INC.

Oct 2006 – Mar 2009

OMAHA, NE

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC

Apr 2006 – May 2006

CHARLOTTE, NC

RBC CENTURA SECURITIES INC.

Jul 2002 – Mar 2006

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 31

Series 52TO

Series 53

Series 63

Series 65

Series 66

Series 99TO

Registration record

First registered · July 15, 2002

Years registered · 24

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 Scott Michael Cuykendall offer?

Scott Michael Cuykendall specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Scott Michael Cuykendall's credentials?

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

Where is Scott Michael Cuykendall located?

Scott Michael Cuykendall is based in OMAHA, Nebraska, working with WEALTHPLAN PARTNERS, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Scott Michael Cuykendall charge for services?

Scott Michael Cuykendall'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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