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Current Employers
Wealthplan Investment Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-01
  • CA RA
    APPROVED
    Since 2025-05-01

Branch Locations

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

Rancho Santa Margarita, CA • 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
Aeroqual Inc. Mission Viejo CA 05/2019 05/2022
Pine Environmental Services Llc Glen Burnie MD 04/2013 05/2019
Wealthsource Partners, Llc Anaheim CA 05/2022 10/2024
Onedigital Investment Advisors Llc Overland Park KS 01/2024 05/2025
Wealthplan Investment Management Omaha NE 05/2025 Present
  • 05/2019 → 05/2022
    Aeroqual Inc.
    Mission Viejo, CA
  • 04/2013 → 05/2019
    Pine Environmental Services Llc
    Glen Burnie, MD
  • 05/2022 → 10/2024
    Wealthsource Partners, Llc
    Anaheim, CA
  • 01/2024 → 05/2025
    Onedigital Investment Advisors Llc
    Overland Park, KS
  • 05/2025 → Present
    Wealthplan Investment Management
    Omaha, NE
Previous Registrations
  • 2024-01-17 → 2025-05-30
    Overland Park, KS
    Anaheim Hills, CA
  • 2022-08-11 → 2024-10-26
    Wealthsource®
    Mission Viejo, CA
    Anaheim Hills, CA
Other Businesses

ANDREW MASON DINTAMAN; INVESTMENT RELATED BUSINESS; 6200 E. CANYON RIM ROAD, SUITE 202, ANAHEIM HILLS, CALIFORNIA 92807; INSURANCE SALES; INSURANCE PRODUCER; SEPTEMBER 18, 2023; 60 HOURS/MONTH DEVOTED; 21 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INSURANCE SALES DUTIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-11
  • S65 Uniform Investment Adviser Law Examination
    2022-08-11
Designations
Other Names
  • Drew Dintaman

View on SEC IAPD

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