James B Munson

Current Employers

Wealthplan Investment Management Llc

101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-09-04

PA RA
APPROVED

Since 2024-09-04

Branch Locations

Garnet Valley, PA • 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

Organization	City	State	From	To
Enable Your Enterprise Llc	Garnet Valley	PA	01/2014	Present

01/2014 → Present

Enable Your Enterprise Llc

Garnet Valley, PA

Other Businesses

Enable Your Enterprise LLC, Not Investment Related, 23 Woodsview Drive, Garnet Valley, PA 19060, Consulting, President ,01/14, 160, 160, consulting businesses on AI and Transformation services.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-09-04

S65 Uniform Investment Adviser Law Examination

2024-09-04