HOLMES DANIEL JOSEPH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. HOLMES DANIEL JOSEPH appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WEALTHPLAN INVESTMENT MANAGEMENT LLC | MANAGING MEMBER | OMAHA, NE |
| — | Form ADV | WEALTHPLAN PARTNERS, LLC | GENERAL PARTNER | OMAHA, NE |
| — | Form ADV | BRIDGES INVESTMENT MANAGEMENT INC | CHIEF INVESTMENT OFFICER, SENIOR VICE PRESIDENT, DIRECTOR | OMAHA, NE |
| — | Form ADV | SUMMIT STRATEGIES INC | SECRETARY, MANAGING DIRECTOR, PRINCIPAL | ST LOUIS, MO |