Unclaimed Profile

Wade Cleve Behlen

WEALTHPLAN INVESTMENT MANAGEMENT LLC·OMAHA, Nebraska

SIE, Series 6, Series 63, Series 65Clean record13 years registeredWEALTHPLAN INVESTMENT MANAGEMENT LLC

101 S 108TH AVE, OMAHA, NE 68154CRD# 5256921Firm CRD# 311364

Profile Verification

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

Identity

Wade Cleve Behlen · OMAHA, NE

Registration

CRD #5256921 · WEALTHPLAN INVESTMENT MANAGEMENT LLC · 13 years registered

Brand Profile

Not yet started

Career History

WEALTHPLAN INVESTMENT MANAGEMENT LLC

Jan 2021 – present

WEALTHPLAN PARTNERS

Jan 2020 – Oct 2021

OMAHA, NE

WEALTHPLAN PARTNERS

Oct 2014 – Jul 2020

OMAHA, NE

LPL FINANCIAL LLC

Feb 2013 – Oct 2014

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · February 20, 2013

Years registered · 13

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 Wade Cleve Behlen offer?

Wade Cleve Behlen specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Wade Cleve Behlen's credentials?

Wade Cleve Behlen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wade Cleve Behlen located?

Wade Cleve Behlen 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 Wade Cleve Behlen charge for services?

Wade Cleve Behlen'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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