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101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-03 |
Branch Locations
89 Headquarters Plaza North Suite 1443, Morristown, NJ 07960 • United States
101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services | New York | NY | 04/2003 | 11/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 11/2018 |
| Securities America, Inc. | Morristown | NJ | 11/2018 | 06/2024 |
| Wealthplan Partners | Omaha | NE | 11/2018 | 03/2026 |
| Osaic Wealth, Inc. | Morristown | NJ | 06/2024 | 03/2026 |
| Wealthplan Investment Management | Morristown | NJ | 03/2026 | Present |
WEALTHPLAN PARTNERS POSITION: Advisor NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 09/10/2018 ADDRESS: 89 HEADQUARTERS PLAZA. SUITE 1443, MORRISTOWN, NJ 07960, United States DESCRIPTION: Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-24 |
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