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Current Employers
Fit Wealth

1828 N Webb Road Ste. 2, Grand Island, NE 68803 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-07-15
  • NE RA
    APPROVED
    Since 2026-07-15

Branch Locations

1828 N Webb Road Ste. 2, Grand Island, NE 68803 • United States

Plan Group Financial, Inc.

101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-07-11
FL RA APPROVED 2023-06-30
CA RA APPROVED 2023-06-14
CO RA APPROVED 2023-06-14
IL RA APPROVED 2023-06-14
MO RA APPROVED 2023-06-14
OK RA APPROVED 2023-06-14
TX RA APPROVED 2023-06-14
  • NE RA
    APPROVED
    Since 2023-07-11
  • FL RA
    APPROVED
    Since 2023-06-30
  • CA RA
    APPROVED
    Since 2023-06-14
  • CO RA
    APPROVED
    Since 2023-06-14
  • IL RA
    APPROVED
    Since 2023-06-14
  • MO RA
    APPROVED
    Since 2023-06-14
  • OK RA
    APPROVED
    Since 2023-06-14
  • TX RA
    APPROVED
    Since 2023-06-14

Branch Locations

1828 N. Webb Road Ste 2, Grand Island, NE 68803 • United States

101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Grand Island NE 05/2014 10/2018
Securities America, Inc. Grand Island NE 09/2018 12/2020
Wealthplan Partners, Llc D.B.A Fit Wealth Advisors Omaha NE 01/2020 06/2023
Plan Group Financial Inc Dba Fit Wealth Advisors Oklahoma City OK 06/2023 Present
Fit Wealth Advisors, Llc Grand Island NE 06/2026 Present
Fit Wealth Insurance, Llc Grand Island NE 04/2026 Present
Wealthplan Partners. Doing Business As Fit Wealth Advisors Omaha NE 10/2018 07/2020
Hanquist Holdings, Llc Grand Island NE 06/2024 Present
  • 05/2014 → 10/2018
    Grand Island, NE
  • 09/2018 → 12/2020
    Securities America, Inc.
    Grand Island, NE
  • 01/2020 → 06/2023
    Wealthplan Partners, Llc D.B.A Fit Wealth Advisors
    Omaha, NE
  • 06/2023 → Present
    Plan Group Financial Inc Dba Fit Wealth Advisors
    Oklahoma City, OK
  • 06/2026 → Present
    Fit Wealth Advisors, Llc
    Grand Island, NE
  • 04/2026 → Present
    Fit Wealth Insurance, Llc
    Grand Island, NE
  • 10/2018 → 07/2020
    Wealthplan Partners. Doing Business As Fit Wealth Advisors
    Omaha, NE
  • 06/2024 → Present
    Hanquist Holdings, Llc
    Grand Island, NE
Previous Registrations
  • 2020-01-15 → 2023-06-30
    Omaha, NE
    Grand Island, NE
  • 2018-10-03 → 2020-07-10
    Wealthplan Partners
    Grand Island, NE
  • 2014-05-29 → 2018-10-02
    Grand Island, NE
    Omaha, NE
    Grand Island, NE
    Valentine, NE
    Hastings, NE
    Valentine, NE
    Lincoln, NE
    Grand Island, NE
    Hastings, NE
  • 2014-01-21 → 2014-05-28
    Grand Island, NE
  • 2012-10-26 → 2014-01-21
    Cetera Investment Services Llc
    Grand Island, NE
Other Businesses

**Fit Wealth Advisors DBA Position: Financial Advisor Nature: Insurance sales Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 10/01/2018 Address: 1004 N Diers Ave Suite 130, Grand Island NE 68803 **Fit Wealth Insurance, LLC; Nature: Insurancesales; Investment related: yes Hours: 1 Securities trading hours: 1 start: 4/2026; Address: 1828 N Webb Road, Ste. 2 Grand Island, NE 68803 **Hanquist Holdings, LLC; Nature: Real Estate Holding Company; Inv Rel: Yes; Hours: 0; Sec Trdg Hrs: 0; Start Date: 06/2024; Address: Grands Island, NE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-10-17
S63 Uniform Securities Agent State Law Examination 2008-10-20
  • S65 Uniform Investment Adviser Law Examination
    2012-10-17
  • S63 Uniform Securities Agent State Law Examination
    2008-10-20
Designations

View on SEC IAPD

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