Wyatt James Behlen

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2024-07-23