Wealthplan Investment Management LLC

Wealthplan Investment Management LLC (CRD# 311364) is a financial advisory firm headquartered in Omaha, NE. They manage $869,707,596 in 1,096 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    870
    MILLION
  • Total Number of Accounts
    1,096
    ACCOUNTS
  • Average Account Value
    $793,529
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DE, FL, IA, IL, KS, MD, MN, MO, NE, NH, NJ, PA, SD, TN, TX

Financial Advisors at Wealthplan Investment Management LLC
Showing 1 - 7 of 7 top financial advisors.
1
Wade C. Behlen
CRD#: 5256921
101 S 108th Ave, 3rd Floor, Omaha, NE 68154

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.

2
Michael P. Brewer
CRD#: 5546428
Austin, TX

Michael Brewer (CRD# 5546428) is an Investment Advisor Representative working at Wealthplan Investment Management LLC in Austin, TX and has over 15 years of experience in the finance industry.

3
Todd A. Feltz
CRD#: 1030101
101 S 108th Ave, 3rd Floor, Omaha, NE 68154

Todd Feltz (CRD# 1030101) is an Investment Advisor Representative working at Wealthplan Investment Management LLC in Omaha, NE and has over 42 years of experience in the finance industry.

4
Kevin E. O'mara
CRD#: 5097837
101 S 108th Ave, 3rd Floor, Omaha, NE 68154

Kevin O'mara (CRD# 5097837) 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.

5
Brent T. Omara
CRD#: 4260408
101 S 108th Ave, 3rd Floor, Omaha, NE 68154

Brent Omara (CRD# 4260408) is an Investment Advisor Representative working at Wealthplan Investment Management LLC in Omaha, NE and has over 22 years of experience in the finance industry.

6
Mark A. Powers
CRD#: 5283569
1020 W. 18th Street, Suite 1, Wilmington, DE 19802

Mark Powers (CRD# 5283569) is an Investment Advisor Representative working at Wealthplan Investment Management LLC in Wilmington, DE and has over 7 years of experience in the finance industry.

7
Brenden C. Tauber
CRD#: 7809793
101 S 108th Ave, 3rd Floor, Omaha, NE 68154

Brenden Tauber (CRD# 7809793) is an Investment Advisor Representative working at Wealthplan Investment Management LLC in Omaha, NE and has 1 year of experience in the finance industry.

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