WEALTHPLAN INVESTMENT MANAGEMENT LLC of OMAHA, NE is an SEC-registered investment adviser (CRD 311364). Regulatory assets under management: $2.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos.
| 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 | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |