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101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-03 |
Branch Locations
101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
89 Headquarters Plaza North Suite 1443, Morristown, NJ 07960 • 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | New York | NY | 12/1993 | 02/2018 |
| Securities America, Inc. | Morristown | NJ | 06/2018 | 06/2024 |
| Wealthplan Partners | Morristown | NJ | 06/2018 | 03/2026 |
| Unemployed | Allendale | NJ | 02/2018 | 06/2018 |
| Osaic Wealth, Inc. | Morristown | NJ | 06/2024 | 03/2026 |
| Wealthplan Investment Management | Morristown | NJ | 03/2026 | Present |
WEALTHPLAN Partners POSITION: Manager/Advisor NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 06/11/2018 ADDRESS: 89 Headquarters Plaza North, Suite 1443, Morristown NJ 07960 DESCRIPTION: Insurance Sales WEALTHPLAN PARTNERS POSITION: Manager & Advisor NATURE: Registered Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 06/11/2018 ADDRESS: 89 Headquarters Plaza North, Suite 1443, Morristown NJ 07960 DESCRIPTION: It is an RIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-14 |
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