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Weston Wade Behlen

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 2024-11-04
  • NE RA
    APPROVED
    Since 2024-11-04

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
Wealthplan Group Omaha NE 07/2021 11/2022
Wealthplan Investment Management, Llc Omaha NE 11/2022 Present
Various Studies Various Cities NE 08/2012 05/2017
Wealthplan Partners Omaha NE 05/2017 08/2017
University Of Kansas Lawrence KS 08/2017 01/2019
Universidad Pontificia Comillas Madrid 01/2019 05/2019
John Hancock Boston MA 06/2019 08/2019
University Of Kansas Lawrence KS 08/2019 05/2021
  • 07/2021 → 11/2022
    Wealthplan Group
    Omaha, NE
  • 11/2022 → Present
    Wealthplan Investment Management, Llc
    Omaha, NE
  • 08/2012 → 05/2017
    Various Studies
    Various Cities, NE
  • 05/2017 → 08/2017
    Wealthplan Partners
    Omaha, NE
  • 08/2017 → 01/2019
    University Of Kansas
    Lawrence, KS
  • 01/2019 → 05/2019
    Universidad Pontificia Comillas
    Madrid
  • 06/2019 → 08/2019
    John Hancock
    Boston, MA
  • 08/2019 → 05/2021
    University Of Kansas
    Lawrence, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-02
  • S65 Uniform Investment Adviser Law Examination
    2024-11-02

View on SEC IAPD

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