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101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-15 |
| TX | RA | APPROVED | 2025-05-01 |
Branch Locations
6200 East Canyon Rim Road, Suite 202A, Anaheim Hills, CA 92807 • United States
101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Surepath Wealth Management Llc | Columbus | OH | 12/2019 | 03/2021 |
| Libertas Wealth Management Group, Inc. | Columbus | OH | 07/2016 | 12/2019 |
| Wealthsource Partners, Llc | Columbus | OH | 03/2021 | 03/2021 |
| Wealthsource Partners, Llc | Columbus | OH | 03/2021 | 12/2021 |
| Wealthsource Partners, Llc | Santa Monica | CA | 12/2021 | 09/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 01/2024 | 05/2025 |
| Wealthplan Investment Management | Omaha | NE | 05/2025 | Present |
1) FREEDOM WEALTH PLANNING LLC; NOT INVESTMENT RELATED; PRIVATE RESIDENCE; SHELL COMPANY; OWNER; DECEMBER 13, 2019 START DATE; 0.5 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ALL MANAGEMENT AND FINANCIAL DUTIES. _____ ¦ _____ 2) FIXED INSURANCE SALES AND SERVICE; INVESTMENT RELATED BUSINESS; PRIVATE RESIDENCE; INSURANCE SALES, PRESIDENT AND INSURANCE AGENT; JANUARY 20, 2022 START DATE; 3 HRS/MONTH DEVOTED; 1 HR/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INSURANCE SALES AND MANAGEMENT AND SUPERVISION DUTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-07 |
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