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Wyatt James 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 2024-07-24
  • NE RA
    APPROVED
    Since 2024-07-24

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 10/2023 Present
Unemployed Elkhorn NE 08/2022 10/2023
Abraham Catering Omaha NE 08/2016 05/2019
Feltz Wealthplan Omaha NE 05/2021 08/2021
Wealthplan Group Omaha NE 05/2022 08/2022
Student Omaha NE 05/2019 05/2021
Student Omaha NE 08/2021 05/2022
  • 10/2023 → Present
    Wealthplan Group
    Omaha, NE
  • 08/2022 → 10/2023
    Unemployed
    Elkhorn, NE
  • 08/2016 → 05/2019
    Abraham Catering
    Omaha, NE
  • 05/2021 → 08/2021
    Feltz Wealthplan
    Omaha, NE
  • 05/2022 → 08/2022
    Wealthplan Group
    Omaha, NE
  • 05/2019 → 05/2021
    Student
    Omaha, NE
  • 08/2021 → 05/2022
    Student
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-23
  • S65 Uniform Investment Adviser Law Examination
    2024-07-23

View on SEC IAPD

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