Garth Jonathan Terlizzi

Current Employers

Employment History

• 08/1980 → Present
  Self-Employed
  Lawrence, KS
• 09/1986 → 04/2019
  Lpl Financial, Llc
  Lawrence, KS
• 04/2019 → 07/2020
  Wealthplan Partners, Inc
  Omaha, NE
• 04/2019 → 06/2024
  Securities America, Inc.
  Lawrence, KS
• 01/2020 → Present
  Wealthplan Partners, Llc
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Lawrence, KS

Previous Registrations

• 2019-04-09 → 2020-07-10
  Wealthplan Partners
  Lawrence, KS
• 1990-07-12 → 2019-05-07
  Lpl Financial Llc
  Lawrence, KS

Other Businesses

1. GET PROPERTIES, LLC POSITION: Owner NATURE: Rental Properties INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 11/14/1995 ADDRESS: 2301 Iowa Street, LAWRENCE KS 66046, United States DESCRIPTION: Rental of building owned by my wife and me 2. PAPA NANA, LLC POSITION: Owner/Partner with wife NATURE: Own 3 offices in my condominium building that we rent out through an LLC owned by me and my wife. Rent to my sub-s corporation. One is for storage, one is my office, one is my assistant's office INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 03/01/2013 ADDRESS: 4500 Bob Billings Parkway, Units 114,115, and 103, Lawrence KS 66049, United States DESCRIPTION: I own this commercial office on the first floor of my building where I live and rent it to my Sub-S Corp. 3. WEALTHPLAN PARTNERS POSITION: Investment Advisor NATURE: Advisory and sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 80 START DATE: 04/01/2020 ADDRESS: 4500 Bob Billings Parkway, Unit 115 115, Lawrence KS 66049, United States DESCRIPTION: Manage investment advisory accounts through my affiliation with the firm of Wealthplan Partners of Omaha, NE 4.GET FINANCIAL SERVICES, INC. POSITION: Owner NATURE: This is operating entity for my investment advisory and finra business that pays all my expenses for the operation of my business. I do not use this as a DBA or operate this entity to the public. I solely use Osaic Wealth as my broker dealer while being affiliated with Wealthplan Partners in Omaha as my OSJ and RIA, respectively. Osaic and Wealthplan Partners are separate entities. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 08/30/2001 ADDRESS: 4500 Bob BIllings Parkway, Unit 115, Lawrence KS 66049, United States DESCRIPTION: A description of the business is above under #1. This does not involve any solicitation through this entity. It is just a private entity that receives income from my commissions and pays the expenses of my business. I operate as a sole proprietorship as an Osaic representative to the public. This business has no activity with the public and does not solicit or perform and functions other than operating as a professional corporation for my personal activities. There are no public disclosures that this business operates to the general public. I do not perform business with insurance, securities, or any other services to the general public.

Exams

• S63 Uniform Securities Agent State Law Examination
  1981-11-17

Other Names

• Garth Terlizzi
• Garth Jonathan Terlizzi