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101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Omaha | NE | 01/2007 | 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 | 10/2020 | Present |
| Wealthplan Investment Management Llc | Omaha | NE | 12/2020 | Present |
**WEALTH PLAN GIVES POSITION: board member NATURE: Wealth Plan Gives NP INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 101 South 108th Ave, Omaha NE 68022, United States DESCRIPTION: meeting to discuss charities to support WPP Retirement Plan; Non-Investment Related; 101 South 108th Avenue, First Floor, Omaha, NE 68154; Trustee of 401K, Retirement Plan; No hours allocated.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-26 |
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