Michael Patrick Brewer

Current Employers

Wealthplan Investment Management Llc

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

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2024-01-04
TX	RA	APPROVED	2024-01-03

NE RA
APPROVED

Since 2024-01-04
TX RA
APPROVED

Since 2024-01-03

Branch Locations

Austin, TX • United States

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

Organization	City	State	From	To
Simple Medicare, Llc	Austin	TX	03/2015	03/2019
Surepath Wealth Management, Llc	Austin	TX	03/2016	03/2021
Wealthsource Partners, Llc	Austin	TX	03/2021	12/2023
Wealthplan Group	Omaha	NE	01/2024	Present

03/2015 → 03/2019

Simple Medicare, Llc

Austin, TX
03/2016 → 03/2021

Surepath Wealth Management, Llc

Austin, TX
03/2021 → 12/2023

Wealthsource Partners, Llc

Austin, TX
01/2024 → Present

Wealthplan Group

Omaha, NE

Previous Registrations

2021-05-03 → 2024-01-09

Wealthsource®

Austin, TX
2016-05-10 → 2021-05-07

Surepath Wealth Management

Austin, TX

San Antonio, TX

Frisco, TX
2014-09-12 → 2015-07-27

Journey Advisory Group, Llc

Gold River, CA

Other Businesses

1) ADVISER GROWTH EXPERTS; NOT INVESTMENT RELATED; 8513 COBBLESTONE, AUSTIN, TX 78735; BUSINESS CONSULTING; PRESIDENT; OWNER; 1/2024; 20 HOURS PER MONTH; HELP FINANCIAL ADVISORS SUCCESSFULLY NAVIGATE THE CHALLENGES OF ACQUIRING, EXPANDING, AND SELLING THEIR FIRMS. I ALSO REFER FINANCIAL ADVISORS TO THIRD PARTIES FOR POTENTIAL TAMP, MERGERS, OR ACQUISITIONS.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2008-07-16

S63 Uniform Securities Agent State Law Examination

2008-07-16

Designations

Other Names

Patrick Brewer

View on SEC IAPD