Wade Behlen (CRD# 5256921) is an Investment Advisor Representative working at Wealthplan Investment Management LLC in Omaha, NE and has over 17 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthplan Investment Management LLC | Omaha, NE | Dec 2020 - Current | 3 |
| Wealthplan Investment Management LLC | Omaha, NE | Oct 2020 - Current | 3 |
| Wealthplan Partners, LLC | Omaha, NE | Jan 2020 - Dec 2020 | < 1 |
| Securities America, Inc. | Omaha, NE | Nov 2016 - Dec 2020 | 4 |
| Wealthplan Partners Inc. | Omaha, NE | Dec 2011 - Jul 2020 | 8 |
| Lpl Financial LLC | Omaha, NE | Jan 2007 - Nov 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2007 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- NE
-
Total Assets Under Management989MILLIONS
-
Total Number of Accounts2,114ACCOUNTS
-
Average Account Value$467,772
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, DE, FL, IA, IL, KS, MD, MN, MO, NE, NH, NJ, PA, SD, TN, TX
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