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101 South 108Th Avenue, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-01-07 |
Branch Locations
8778 Wolff Court Suite 200, Westminster, CO 80031 • United States
101 South 108Th Avenue, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthplan Partners, Inc | Omaha | NE | 12/2014 | Present |
| Lpl Financial, Llc | Westminster | CO | 12/2014 | 02/2017 |
| Securities America, Inc. | Westminster | CO | 02/2017 | 06/2024 |
| Wealthplan Partners, Llc | Omaha | NE | 01/2020 | Present |
| Osaic Wealth, Inc. | Westminster | CO | 06/2024 | Present |
Wealth Plan Partners - DBA - Position: Employee - Nature: Investments/RIA - Investment Related: Yes - Hours: 160 - Securities Trading Hours: 160 - Start Date: 12/2014 - Address: 8778 Wolff Ct, Westminster CO 80031 THE PRATHER GROUP POSITION: Employer NATURE: Life Insurance, Variable Annuties, LTC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2014 ADDRESS: 720-542-3531, 8778, Westminster CO 80234, United States DESCRIPTION: I sell VA's, Life and LTC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-02 |
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