# WEALTHPLAN PARTNERS, INC.

WEALTHPLAN PARTNERS, INC. of OMAHA, NE is an SEC-registered investment adviser.

## Registration

- CRD: 158935
- Type: SEC-registered investment adviser
- SEC file number: 801-72705
- Location: 101 SOUTH 108TH AVENUE, 2ND FLOOR, OMAHA, NE, 68154
- Phone: 402-333-5454
- Latest filing: 2020-06-30
- Regulatory AUM: $2.0B
- Discretionary AUM: $2.0B
- Clients: 84
- Accounts: 7,511

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| MCMILLAN CHAD MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| FELTZ TODD ARTHUR | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; PRESIDENT (+2 more) | — |
| FELTZ DANIEL PAUL | CHIEF COMPLIANCE OFFICER; PRINCIPAL WEALTH ADVISER | — |
| ZEMANN KEVIN RICHARD | CHIEF COMPLIANCE OFFICER | — |
| OMARA BRENT THOMAS | INDIRECT OWNER; MANAGING MEMBER; MEMBER | — |
| BEHLEN WADE C | INDIRECT OWNER | — |
| BEHLEN WADE CLEVE | MANAGING MEMBER; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158935/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158935/similar
- Related entities: https://search.stillhousedata.com/firm/158935/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158935

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.