# WEALTHPLAN PARTNERS, LLC

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

## Registration

- CRD: 305026
- Type: SEC-registered investment adviser
- SEC file number: 801-117955
- Location: 101 SOUTH 108TH AVENUE, OMAHA, NE, 68154
- Phone: 402-691-0200
- Latest filing: 2026-07-21
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $39.8M
- Clients: 56
- Accounts: 3,681

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Brent Thomas Omara | GENERAL PARTNER | — |
| Wade Cleve Behlen | GENERAL PARTNER | — |
| Michael Patrick Brewer | CHIEF EXECUTIVE OFFICER; PARTNER | — |
| Sarah Faye Kennelly | CHIEF OPERATIONS OFFICER | — |
| Todd Arthur Feltz | GENERAL PARTNER | — |
| David D Peterson | CHIEF COMPLIANCE OFFICER; DIRECTOR OF SUPERVISION | — |
| PETERSON KENNETH D | CHIEF COMPLIANCE OFFICER | — |
| HOLMES DANIEL JOSEPH | GENERAL PARTNER | — |
| MCMILLAN CHAD MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| FELTZ TODD ARTHUR | GENERAL PARTNER; PRESIDENT | — |
| OMARA BRENT THOMAS | GENERAL PARTNER; MANAGING MEMBER | — |
| BEHLEN WADE CLEVE | GENERAL PARTNER; MANAGING MEMBER | — |
| Hill Katie Lynn | CHIEF COMPLIANCE OFFICER | — |
| Coglianese Deanna Rose | CHIEF COMPLIANCE OFFICER | — |
| CUYKENDALL SCOTT MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| Mark Thomas Lasswell | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305026/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305026/similar
- Related entities: https://search.stillhousedata.com/firm/305026/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305026

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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.