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101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-03 |
| NE | RA | APPROVED | 2021-01-04 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco Private Ledger Corp. | Omaha | NE | 03/2001 | 11/2016 |
| Wealthplan Partners, Inc. | Omaha | NE | 12/2011 | 07/2020 |
| Securities America, Inc. | Omaha | NE | 11/2016 | 12/2020 |
| Wealthplan Partners, Llc | Omaha | NE | 01/2020 | 12/2020 |
| Wealthplan Investment Management Llc | Omaha | NE | 12/2020 | Present |
| Wealthplan Investment Management Llc | Omaha | NE | 10/2020 | Present |
BCH LIFE POSITION: fixed insurance NATURE: Fixed insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2018 ADDRESS: 4546 Corporate Drive, Suite 155, Des Moines IA 50266, United States DESCRIPTION: I will use this to quote fixed life and term life similar to what i do with WiigCodr which is already currently on my OBA. DAYLIGHT WINE COMPANY POSITION: Partner / Investor NATURE: Personal Investment INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2015 ADDRESS: 21481 8th street E #30a, sonoma CA 95476, United States DESCRIPTION: Partner / Investor PAR 5 RANCH LLC POSITION: Owner NATURE: Personal Investments INVESTMENT RELATED: No NUMBER OF HOURS: 10 START DATE: 01/05/2022 ADDRESS: 101 S 108th Ave, Omaha, NE 68154 DESCRIPTION: Owner GBR19 LLC dba DAY BY DAY POSITION: Partner/Investor NATURE: Personal Investments INVESTMENT RELATED: No NUMBER OF HOURS: 10 START DATE: 01/05/2019 ADDRESS: 14321 Cornhusker Road, Omaha, NE 68127 DESCRIPTION: Partner/Investor FLGDCHRD, LLC POSITION: Memberr NATURE: Airplane Dry Lease INVESTMENT RELATED: No NUMBER OF HOURS: 0: START DATE: 02/01/2025 ADDRESS: 101 S 108th Ave, Omaha, NE 68154 DESCRIPTION: Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-10 |
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