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Current Employers
Wealthplan Investment Management Llc

101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-07-31
  • NE RA
    APPROVED
    Since 2024-07-31

Branch Locations

101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States

109 E 52Nd St, Ste 1, Kearney, NE 68847 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vsr Financial Services, Inc. Overland Park KS 08/2007 09/2016
Vsr Advisory Services Overland Park KS 10/2007 09/2016
Summit Brokerage Services, Inc. Kearney NE 09/2016 09/2016
Summit Financial Group Inc Boca Raton FL 09/2016 09/2016
Securities America, Inc. Kearney NE 09/2016 06/2024
Wealthplan Partners, Inc Omaha NE 09/2016 07/2024
Wealthplan Partners, Llc Omaha NE 01/2020 07/2024
Osaic Wealth, Inc. Kearney NE 06/2024 07/2024
Wealthplan Investment Management Omaha NE 07/2024 Present
  • 08/2007 → 09/2016
    Vsr Financial Services, Inc.
    Overland Park, KS
  • 10/2007 → 09/2016
    Vsr Advisory Services
    Overland Park, KS
  • 09/2016 → 09/2016
    Summit Brokerage Services, Inc.
    Kearney, NE
  • 09/2016 → 09/2016
    Summit Financial Group Inc
    Boca Raton, FL
  • 09/2016 → 06/2024
    Securities America, Inc.
    Kearney, NE
  • 09/2016 → 07/2024
    Wealthplan Partners, Inc
    Omaha, NE
  • 01/2020 → 07/2024
    Wealthplan Partners, Llc
    Omaha, NE
  • 06/2024 → 07/2024
    Osaic Wealth, Inc.
    Kearney, NE
  • 07/2024 → Present
    Wealthplan Investment Management
    Omaha, NE
Previous Registrations
  • 2020-01-15 → 2024-08-09
    Kearney, NE
    Omaha, NE
  • 2016-09-26 → 2020-07-10
    Wealthplan Partners
    Kearney, NE
  • 2016-09-01 → 2016-09-26
    Summit Financial Group Inc
    Boca Raton, FL
  • 2007-10-29 → 2016-09-01
    Vsr Financial Services, Inc.
    Kearney, NE
    Frisco, TX
    Overland Park, KS
Other Businesses

***Royal Partners - Position: Owner - Nature: Rental Property - Investment Related: Yes - Hours: 1 - Securities Trading Hours: 1 - Start Date: 9/2012 - Address: 2411 W 42nd St, Kearney NE 68845 ***Jeremy Armagost - Position: Insurance Agent - Nature: Insurance Sales - Investment Related: Yes - Hours: 5 - Securities Trading Hours: 5 - Start Date: 9/2012 - Address: 109 E 52nd St, Kearney NE 68847 ***UNIVERSITY OF NEBRASKA AT KEARNEY POSITION: professor NATURE: Education INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 12 START DATE: 09/01/2020 ADDRESS: 1917 W. 24th Street, Suite 300C, Kearney NE 68849, United States DESCRIPTION: Teach Personal Finance class ***KEARNEY AREA COMMUNITY FOUNDATION POSITION: board member NATURE: Kearney Area Community Foundation Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/21/2020 ADDRESS: 412 W 48th St # 12, Kearney NE 68845, United States DESCRIPTION: Kearney Area Community Foundation Board Member

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-16
  • S66 Uniform Combined State Law Examination
    2007-10-16
Designations

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