WEALTHPLAN PARTNERS, LLC of OMAHA, NE is an SEC-registered investment adviser (CRD 305026). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |