Wealthplan Investment Management LLC

Firm record

As recorded in SEC IAPD

Firm CRD

311364

SEC number

801-120004

Firm type

RIA

Assets under management

$2.2B as of Jun 22, 2026

Website

www.wealthplan.group ↗

Phone

402-691-0200

Address

101 S 108th Ave, Omaha, NE, 68154

Advisors at this firm

29 in our index · page 1 of 1

• Jeremy Royal ArmagostCRD 5401158 · Kearney, NE
  IA RegisteredRegistration inactive
• Wade Cleve BehlenCRD 5256921 · Omaha, NE
  IA RegisteredRegistration inactive
• Michael Patrick BrewerCRD 5546428 · Austin, TX
  IA Registered
• Ward Cameron BehlenCRD 7946872 · Omaha, NE
  IA Registered
• Weston Wade BehlenCRD 6830542 · Omaha, NE
  IA Registered
• Wyatt James BehlenCRD 7948432 · Omaha, NE
  IA Registered
• Randall Scott CobleCRD 2232121 · Overland Park, KS
  IA RegisteredRegistration inactive
• Andrew Mason DintamanCRD 7599136 · Rancho Santa Margarita, CA
  IA Registered
• Robert Charles KeatingCRD 4083432 · Morristown, NJ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Zachary Scott LeedomCRD 6660596 · Anaheim Hills, CA
  IA Registered
• Brent Allen MccuneCRD 1342845 · Overland Park, KS
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• James B MunsonCRD 5595268 · Garnet Valley, PA
  IA Registered
• Austin Gregory MillerCRD 7295562 · Omaha, NE
  IA RegisteredRegistration inactive
• Kevin Eugene O'maraCRD 5097837 · Omaha, NE
  IA RegisteredRegistration inactive
• James Ferrell ObrienCRD 5623739 · Omaha, NE
  IA RegisteredRegistration inactive
• Brent Thomas OmaraCRD 4260408 · Omaha, NE
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Paul James PittmanCRD 2570402 · Wilmington, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Mark A PowersCRD 5283569 · Wilmington, DE
  IA RegisteredRegistration inactive
• Michael PrestifilippoCRD 5516900 · Morristown, NJ
  IA RegisteredRegistration inactive
• Alyse PflanzCRD 7839034 · Kearney, NE
  IA Registered
• Christopher Maxime SheaCRD 4244023 · Old Greenwich, CT
  IA Registered
• Michael Leo SheaCRD 4863905 · Granite Bay, CA
  IA Registered
  Disclosure event(s) on record
• Dante Anthony SmithCRD 6332541 · Omaha, NE
  IA RegisteredRegistration inactive
• Dillon Troy SchutteCRD 7470528 · Omaha, NE
  IA RegisteredRegistration inactive
• Robert William TaylorCRD 2596525 · Morristown, NJ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Landon Lee TroyerCRD 5854133 · Omaha, NE
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Brenden Christopher TauberCRD 7809793 · Omaha, NE
  IA Registered
• Wayne David WagnerCRD 2736605 · Wilmington, DE
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Langston WashingtonCRD 6375432 · Urbanna, VA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.