Home
›
Firms
›
WEALTHPLAN INVESTMENT MANAGEMENT LLC
WEALTHPLAN INVESTMENT MANAGEMENT LLC
OMAHA, Nebraska
·
7 registered advisors
·
CRD# 311364
SEC# 801-120004
3
402-691-0200
01
Firm Overview
AUM
$989M
Regulatory assets under management
Employees
29
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at WEALTHPLAN INVESTMENT MANAGEMENT LLC
7 registered advisors
Brent Thomas Omara
OMAHA, Nebraska
CRD# 4260408
Erik William Ogard
OMAHA, Nebraska
CFA
CRD# 2316458
Matthew Moreno
OMAHA, Nebraska
CRD# 5217119
Michael Patrick Brewer
OMAHA, Nebraska
CRD# 5546428
Timothy Joseph Feehan
OMAHA, Nebraska
CRD# 2464561
Todd Arthur Feltz
OMAHA, Nebraska
CFP
CRD# 1030101
Wade Cleve Behlen
OMAHA, Nebraska
CRD# 5256921
05
Office Locations
OMAHA, Nebraska
7 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. WEALTHPLAN INVESTMENT MANAGEMENT LLC (CRD# 311364) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.