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Andrew Pierce Large

Wealthplan Partners

Omaha, NE

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Current Employers
Wealthplan Partners

101 South 108Th Avenue, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-08-26
  • NE RA
    APPROVED
    Since 2025-08-26

Branch Locations

101 South 108Th Avenue, Omaha, NE 68154 • 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
Securities America Inc La Vista NE 04/2014 03/2025
Securities America Advisors La Vista NE 04/2014 03/2025
Arbor Point Advisors La Vista NE 09/2014 03/2025
Osaic Wealth, Inc. Jersey City NJ 06/2024 03/2025
Osaic Wealth, Inc. Jersey City NJ 06/2024 03/2025
Osaic Advisory Services, Llc Atlanta GA 11/2024 03/2025
Osaic Wealth, Inc. Omaha NE 07/2025 Present
Wealthplan Partners, Llc Omaha NE 06/2025 Present
Wealthplan Investment Management, Llc Omaha NE 06/2025 Present
  • 04/2014 → 03/2025
    Securities America Inc
    La Vista, NE
  • 04/2014 → 03/2025
    Securities America Advisors
    La Vista, NE
  • 09/2014 → 03/2025
    Arbor Point Advisors
    La Vista, NE
  • 06/2024 → 03/2025
    Jersey City, NJ
  • 06/2024 → 03/2025
    Jersey City, NJ
  • 11/2024 → 03/2025
    Atlanta, GA
  • 07/2025 → Present
    Omaha, NE
  • 06/2025 → Present
    Wealthplan Partners, Llc
    Omaha, NE
  • 06/2025 → Present
    Wealthplan Investment Management, Llc
    Omaha, NE
Previous Registrations
  • 2024-06-14 → 2025-04-02
    Scottsdale, AZ
  • 2024-11-08 → 2025-04-02
    Scottsdale, AZ
    Atlanta, GA
  • 2014-09-12 → 2024-11-08
    Arbor Point Advisors
    La Vista, NE
    Omaha, NE
    La Vista, NE
  • 2014-04-16 → 2024-06-14
    Securities America Advisors, Inc.
    La Vista, NE
    Omaha, NE
    La Vista, NE
  • 2012-07-23 → 2014-01-08
    Td Ameritrade, Inc.
    Boca Raton, FL
    Boynton Beach, FL
    Omaha, NE
    Omaha, NE
    Omaha, NE
  • 2012-07-23 → 2014-01-08
    Td Ameritrade Investment Management, Llc
    Boca Raton, FL
    Boynton Beach, FL
    Omaha, NE
Other Businesses

1. Fit Freedom, LLC. No 2029 S 181st Cir, Omaha, NE 68130 Health Supplement Sales Owner January, 2025 20 Hours 0 Hours My duties are to raise awareness, build the brand, promote products, run finances, manage inventory.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-12
S63 Uniform Securities Agent State Law Examination 2009-09-10
  • S66 Uniform Combined State Law Examination
    2012-07-12
  • S63 Uniform Securities Agent State Law Examination
    2009-09-10

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