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Dillon Troy Schutte

Wealthplan Investment Management LLC

Omaha, NE

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Current Employers
Wealthplan Investment Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-07-12
  • NE RA
    APPROVED
    Since 2024-07-12

Branch Locations

101 S 108Th Ave 3Rd Floor, 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
Feltz Wealthplan Omaha NE 11/2021 Present
Securities America, Inc. Omaha NE 09/2022 06/2024
Union Bank & Trust Lincoln NE 06/2019 05/2021
Indian Creek Golf Course Elkhorn NE 05/2018 08/2018
Ccs Presentation Systems Omaha NE 05/2017 08/2017
Owens Mowing Elkhorn NE 08/2021 10/2021
Lindsay Corporation Elkhorn NE 05/2021 08/2021
Student Elkhorn NE 08/2016 05/2017
Student Elkhorn NE 08/2017 05/2018
Student Elkhorn NE 08/2018 06/2019
Wealthplan Partners, Llc Omaha NE 05/2023 Present
Osaic Wealth, Inc. Omaha NE 06/2024 Present
Wealthplan Investment Management Omaha NE 07/2024 Present
  • 11/2021 → Present
    Feltz Wealthplan
    Omaha, NE
  • 09/2022 → 06/2024
    Securities America, Inc.
    Omaha, NE
  • 06/2019 → 05/2021
    Union Bank & Trust
    Lincoln, NE
  • 05/2018 → 08/2018
    Indian Creek Golf Course
    Elkhorn, NE
  • 05/2017 → 08/2017
    Ccs Presentation Systems
    Omaha, NE
  • 08/2021 → 10/2021
    Owens Mowing
    Elkhorn, NE
  • 05/2021 → 08/2021
    Lindsay Corporation
    Elkhorn, NE
  • 08/2016 → 05/2017
    Student
    Elkhorn, NE
  • 08/2017 → 05/2018
    Student
    Elkhorn, NE
  • 08/2018 → 06/2019
    Student
    Elkhorn, NE
  • 05/2023 → Present
    Wealthplan Partners, Llc
    Omaha, NE
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Omaha, NE
  • 07/2024 → Present
    Wealthplan Investment Management
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-03
  • S66 Uniform Combined State Law Examination
    2023-02-03

View on SEC IAPD

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