MCMILLAN CHAD MICHAEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MCMILLAN CHAD MICHAEL appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WEALTHPLAN INVESTMENT MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER | OMAHA, NE |
| — | Form ADV | CWM, LLC | CHIEF COMPLIANCE OFFICER | OMAHA, NE |
| — | Form ADV | WEALTHPLAN PARTNERS, LLC | CHIEF COMPLIANCE OFFICER | OMAHA, NE |
| — | Form ADV | GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES | CHIEF COMPLIANCE OFFICER | ARLINGTON, TX |
| — | Form ADV | WEALTHPLAN PARTNERS, INC. | CHIEF COMPLIANCE OFFICER | OMAHA, NE |