Unclaimed Profile

Timothy Joseph Feehan

WEALTHPLAN INVESTMENT MANAGEMENT LLC·OMAHA, Nebraska

SIE, Series 7, Series 24, Series 63, Series 65Clean record25 years registeredWEALTHPLAN INVESTMENT MANAGEMENT LLC

101 S 108TH AVE, OMAHA, NE 68154CRD# 2464561Firm CRD# 311364

Profile Verification

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

Identity

Timothy Joseph Feehan · OMAHA, NE

Registration

CRD #2464561 · WEALTHPLAN INVESTMENT MANAGEMENT LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHPLAN INVESTMENT MANAGEMENT LLC

ASSETMARK, INC.

Dec 2021 – Feb 2022

Plano, TX

MEEDER ASSET MANAGEMENT, INC.

Jan 2020 – Jun 2020

FAIRVIEW, TX

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Apr 2018 – Dec 2019

FAIRVIEW, TX

SUMMIT ADVISOR SOLUTIONS

Feb 2016 – Mar 2017

DALLAS, TX

SCA

Nov 2011 – May 2016

DANA POINT, CA

GENWORTH FINANCIAL WEALTH MANAGEMENT, INC.

Jan 2001 – Apr 2010

SAN MATEO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 23, 2001

Years registered · 25

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 Timothy Joseph Feehan offer?

Timothy Joseph Feehan specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Timothy Joseph Feehan's credentials?

Timothy Joseph Feehan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Joseph Feehan located?

Timothy Joseph Feehan is based in OMAHA, Nebraska, last registered with WEALTHPLAN INVESTMENT MANAGEMENT LLC.

How does Timothy Joseph Feehan charge for services?

Timothy Joseph Feehan'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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