Best Investors Account Sign in
Inactive

Ward Cameron Behlen

Wealthplan Investment Management LLC

Omaha, NE

CRD 7946872

Claim This Profile
Employer firm

Wealthplan Investment Management LLC CRD 311364

$2.19B regulatory AUM 372 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Wealthplan Investment Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-07-22
  • NE RA
    APPROVED
    Since 2024-07-22

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
Sanofi Swiftwater PA 11/2003 05/2021
Wealthplan Investment Management Omaha NE 05/2021 Present
  • 11/2003 → 05/2021
    Sanofi
    Swiftwater, PA
  • 05/2021 → Present
    Wealthplan Investment Management
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-19
  • S65 Uniform Investment Adviser Law Examination
    2024-07-19

View on SEC IAPD

Nearby Firms

EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

SCOTT ALLEN SLADOVNIK
MARK ALLEN LUDWIG
Nathaniel Phillip Beam

Nearby Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE

More in Omaha, NE

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor