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101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pga West | La Quinta | CA | 11/2013 | 08/2020 |
| Wealthplan Partners, Llc | Omaha | NE | 09/2020 | Present |
| Securities America, Inc. | Omaha | NE | 11/2020 | 06/2024 |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | Present |
| Wealthplan Investment Management | Omaha | NE | 04/2025 | Present |
DBA - Feltz WealthPlan AUSTIN MILLER INSURANCE POSITION: Producer NATURE: Fixed Insurance Producer INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/19/2021 ADDRESS: 101 S 108th Ave Fl 2nd, Omaha NE 68154 DESCRIPTION: I sell policies to clients who need insurance coverage WEALTHPLAN PARTNERS POSITION: Financial Planner NATURE: Wealth Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/14/2020 ADDRESS: 101 S 108th Ave Fl 2nd, Omaha NE 68154 DESCRIPTION: financial planning and advising
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-17 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-17 |
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