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Ward Cameron 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 2024-07-22
  • 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

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