# WEALTHPLAN INVESTMENT MANAGEMENT LLC

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

## Registration

- CRD: 311364
- Type: SEC-registered investment adviser
- SEC file number: 801-120004
- Location: 101 S 108TH AVE, 3RD FLOOR, OMAHA, NE, 68154
- Phone: 402-691-0200
- Latest filing: 2026-06-22
- Regulatory AUM: $2.2B
- Discretionary AUM: $2.1B
- Non-discretionary AUM: $43.3M
- Clients: 34
- Accounts: 5,313

## Business model

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

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Brent Thomas Omara | GENERAL PARTNER; MANAGING MEMBER & CHIEF REVENUE OFFICER | — |
| Wade Cleve Behlen | GENERAL PARTNER; MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | — |
| Michael Patrick Brewer | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; GENERAL PARTNER | — |
| Christopher Maxime Shea | CHIEF INVESTMENT OFFICER | — |
| Sarah Faye Kennelly | CHIEF OPERATING OFFICER | — |
| Kevin Richard Zemann | CHIEF COMPLIANCE OFFICER | — |
| Todd Arthur Feltz | GENERAL PARTNER; MANAGING MEMBER & CHAIRMAN | — |
| Ann Terese Zemann | CHIEF COMPLIANCE OFFICER | — |
| Sarah Faye Mclean | CHIEF OPERATING OFFICER | — |
| HOLMES DANIEL JOSEPH | MANAGING MEMBER; MANAGING MEMBER & CHIEF INVESTMENT OFFICER | — |
| MCMILLAN CHAD MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| OGARD ERIK WILLIAM | CHIEF INVESTMENT OFFICER | — |
| FEEHAN TIMOTHY JOSEPH | MANAGING MEMBER | — |
| FELTZ TODD ARTHUR | MANAGING MEMBER & CHAIRMAN; PARTNER | — |
| ZEMANN KEVIN RICHARD | CHIEF COMPLIANCE OFFICER | — |
| BREWER MICHAEL PATRICK | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER | — |
| WRUBLE STEVEN JAMES | MANAGING MEMBER | — |
| OMARA BRENT THOMAS | MANAGING MEMBER & CHIEF REVENUE OFFICER; PARTNER | — |
| BEHLEN WADE CLEVE | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS; PARTNER | — |
| MORENO MATTHEW | CHIEF COMPLIANCE OFFICER | — |
| Mark Thomas Lasswell | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (9)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311364/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311364/similar
- Related entities: https://search.stillhousedata.com/firm/311364/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311364

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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.