Wayne David Wagner

Current Employers

Employment History

• 10/2000 → 01/2018
  Lpl Financial Llc
  Wilmington, DE
• 01/2018 → 08/2022
  Securities America Inc.
  Wilmington, DE
• 02/2018 → 07/2020
  Wealthplan Partners, Inc
  Wilmington, DE
• 01/2020 → 08/2022
  Wealthplan Partners, Llc
  Omaha, NE
• 08/2022 → Present
  Wealthplan Investment Management, Llc
  Omaha, NE

Previous Registrations

• 2020-01-10 → 2022-08-17
  Wealthplan Partners
  Omaha, NE
  Willmington, DE
• 2018-02-16 → 2020-07-10
  Wealthplan Partners
  Wilmington, DE
• 2000-10-25 → 2018-02-08
  Lpl Financial Llc
  Wilmington, DE

Other Businesses

1) Sovereign Grace Church Marlton Position: Board member Nature: Non Profit Advisory Board member Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 01/01/2016 Address: 111 W Greentree Rd, Marlton NJ 08053 2) N/A POSITION: salesman NATURE: Outside Insurance Sales - Life, DI and LTC INVESTMENT RELATED: No HRS/MONTH: 15 SECURITIES TRADING HOURS: 15 START DATE: 07/01/2019 ADDRESS: 11 Middleton Dr, Wilmington DE 19808 DESCRIPTION: Sale of life insurance, long term care insurance and FIA contracts in connection with the implementation with planning strategies for clients as we provide financial planning services to those clients. 3) N/A POSITION: Owner NATURE: Personal Rental Propery Ownership and Management: INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2013 ADDRESS: 808 Way Road, Wilmington, DE 19807 DESCRIPTION: Own and Manage Rental Properties. 4) A BUSINESS CLASS WEALTH VI POSITION: Author NATURE: Publishing a book: A Business Class Wealth Vizion: Financial Planning for Pharmaceutical Executives The book has been approved by SAI and WealthPlan Partner's compliance departments. INVESTMENT RELATED: Yes SECURITIES TRADING HOURS: 5 START DATE: 10/12/2020 ADDRESS: 11 MIDDLETON DR, WILMINGTON DE 19808 DESCRIPTION: Using the book to advertise and market my role as President of Vizionary Wealth Management 5) ALL FOR HIM, LLC POSITION: sole owner NATURE: Solar panel projects and two escape rooms; INVESTMENT RELATED: Yes HRS/MONTH: 5 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2016 ADDRESS: 34 Waterview Dr, Pilesgrove NJ 08098, United States DESCRIPTION: Currently 4 Solar Panel Installations in NJ 6) VIZIONARY PROPERTIES I POSITION: Owner/Operator NATURE: Vizionary Properties I is in place to custody rental properties in vacation areas. INVESTMENT RELATED: Yes HRS/MONTH: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/02/2022 ADDRESS: 34 Waterview Dr, Pilesgrove NJ 08098, United States DESCRIPTION: I am 10% owner and operator of the LLC. I will engage a management company to maintain and rent the properties.The address of the first acquisition is 207 Haven Ave, Ocean City, NJ 08226 7) SnS Mid Atlantic, not investment-related, 808 Way Rd., Wilmington DE 19807, Ice cream sundae business. Owner, Start date: 7/1/26; 1-3 hours per month, not during business hours. Passive Owner 8) 96 Shades, Not investment-related; 1020 W 18th St, Wilmington, DE 19802; Sunglasses sales and gifting; Owner; 09/01/2026; 1-3 hours per month, not during business hours. Passive Owner. 9) VIZIONARY EQUIPMENT LEASING, LLC 1020 W 18th Street, Wilmington DE 19802; Purchasing and leasing large equipment; President; 05/15/2023; 100% ownership; 2-3 hours spent per month on this OBA. 10) KLIRONOMIA VENTURES, LLC 34 Waterview Dr. Pilesgrove, NJ 08098; LLC for Real Estate Purchases, Management. Partner; 05/01/2023; 10% Owner; 2 hours spent per month on this OBA. 11) Envizion More Podcast 1020 W. 18th St, Suite 1 - Wilmington DE 19802; A public podcast that I host and own. The podcast covers everything from investing, business, family and life in general; 100% Owner; 05/06/2024; 20 Hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-07
• S63 Uniform Securities Agent State Law Examination
  1996-04-19

Designations

Other Names

• Wayne D Wagner