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Louis Paul Thomas Brunning

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 2024-04-19
  • NE RA
    APPROVED
    Since 2024-04-19

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
Td Ameritrade Omaha NE 04/2017 06/2017
Douglas County Assessors Omaha NE 11/2016 12/2016
Valmont Industries Omaha NE 03/2016 11/2016
University Of Nebraska At Omaha Omaha NE 01/2009 04/2018
Orion Omaha NE 06/2017 04/2018
Northern Natural Gas Omaha NE 04/2018 12/2019
Mutual Of Omaha Omaha NE 12/2019 06/2021
Mutual Of Omaha Investor Services Omaha NE 12/2019 06/2021
Securities America Advisors Omaha NE 06/2021 04/2024
Wealthplan Partners, Llc Omaha NE 04/2024 Present
  • 04/2017 → 06/2017
    Td Ameritrade
    Omaha, NE
  • 11/2016 → 12/2016
    Douglas County Assessors
    Omaha, NE
  • 03/2016 → 11/2016
    Valmont Industries
    Omaha, NE
  • 01/2009 → 04/2018
    University Of Nebraska At Omaha
    Omaha, NE
  • 06/2017 → 04/2018
    Orion
    Omaha, NE
  • 04/2018 → 12/2019
    Northern Natural Gas
    Omaha, NE
  • 12/2019 → 06/2021
    Mutual Of Omaha
    Omaha, NE
  • 12/2019 → 06/2021
    Mutual Of Omaha Investor Services
    Omaha, NE
  • 06/2021 → 04/2024
    Securities America Advisors
    Omaha, NE
  • 04/2024 → Present
    Wealthplan Partners, Llc
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-25
  • S65 Uniform Investment Adviser Law Examination
    2020-01-25

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
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