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101 South 108Th Avenue, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-27 |
| NJ | RA | APPROVED | 2020-01-08 |
Branch Locations
101 South 108Th Avenue, Omaha, NE 68154 • United States
The Asher 1050 Water Street 7Th Floor, Tampa, FL 33602 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bayonne | NJ | 02/2014 | 12/2016 |
| Wealthplan Partners, Inc | Omaha | NE | 02/2014 | Present |
| Securities America Inc. | Bayonne | NY | 12/2016 | 06/2024 |
| Wealthplan Partners, Llc | Omaha | NE | 01/2020 | Present |
| Osaic Wealth, Inc. | Bayonne | NJ | 06/2024 | Present |
Highland Capital Position: Agent Nature: Life Insurance Sales-Investment Related: Yes -Start Date: 01/01/2017 Address: 15801 Brixham Hill Ave, Charlotte NC 28277 Description: offering Life insurance solutions for family protection and estate taxes WEALTHPLAN PARTNERS POSITION: Founding Partner Wealth Manager NATURE: WEALTHPLAN PARTNERS-DBA/IRIA- INVESTMENT ADVISORY-INVESTMENT RELATED- START DATE: LOCATED AT 101 S 108th Ave., Omaha NE 68154 INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2014 ADDRESS: 101 S 108th Ave., Omaha NE 68154 DESCRIPTION: Discuss strategies for improvement and growth of WPP with the other Founding Partners
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-28 |
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