RIA Intelligence

WEALTHPLAN PARTNERS, INC.

Legal name: WEALTHPLAN PARTNERS

CRD #158935 SEC #801-72705 OMAHA, NE 402-333-5454
SEC Registered
Total AUM
$2B
Discretionary
$2B
Employees
84
Clients
0
Accounts
7,511

Firm Details

Organization Type
Corporation
State of Formation
Nebraska
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 30, 2020
Branch Offices
16

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FELTZ, DANIEL, PAULICHIEF COMPLIANCE OFFICERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULICHIEF COMPLIANCE OFFICERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULICHIEF COMPLIANCE OFFICERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULICHIEF COMPLIANCE OFFICERNA Control
FELTZ, DANIEL, PAULICHIEF COMPLIANCE OFFICERNA Control
FELTZ, DANIEL, PAULICHIEF COMPLIANCE OFFICERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULICHIEF COMPLIANCE OFFICERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, DANIEL, PAULIPRINCIPAL WEALTH ADVISERNA Control
FELTZ, TODD, ARTHURICHIEF COMPLIANCE OFFICERNA Control
FELTZ, TODD, ARTHURICHIEF COMPLIANCE OFFICERNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
FELTZ, TODD, ARTHURICHIEF COMPLIANCE OFFICERNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
FELTZ, TODD, ARTHURICHIEF COMPLIANCE OFFICERNA Control
FELTZ, TODD, ARTHURICHIEF COMPLIANCE OFFICERNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
FELTZ, TODD, ARTHURIPRESIDENTNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MCMILLAN, CHRISTOPHER, MICHAELICHIEF COMPLIANCE OFFICERNA Control
ZEMANN, KEVIN, RICHARDICHIEF COMPLIANCE OFFICERNA Control
ZEMANN, KEVIN, RICHARDICHIEF COMPLIANCE OFFICERNA Control
ZEMANN, KEVIN, RICHARDICHIEF COMPLIANCE OFFICERNA Control
ZEMANN, KEVIN, RICHARDICHIEF COMPLIANCE OFFICERNA Control
ZEMANN, KEVIN, RICHARDICHIEF COMPLIANCE OFFICERNA Control
ZEMANN, KEVIN, RICHARDICHIEF COMPLIANCE OFFICERNA Control
ZEMANN, KEVIN, RICHARDICHIEF COMPLIANCE OFFICERNA Control
ZEMANN, KEVIN, RICHARDICHIEF COMPLIANCE OFFICERNA Control
ZEMANN, KEVIN, RICHARDICHIEF COMPLIANCE OFFICERNA Control
FELTZ, TODD, ARTHURIPRESIDENTE Control
FELTZ, TODD, ARTHURIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
FELTZ, TODD, ARTHURIPRESIDENTE Control
FELTZ, TODD, ARTHURIPRESIDENT & CCOE Control
FELTZ, TODD, ARTHURIPRESIDENTE Control
FELTZ, TODD, ARTHURIPRESIDENT & CCOE Control
FELTZ, TODD, ARTHURIPRESIDENTE Control
FELTZ, TODD, ARTHURIPRESIDENTE Control
FELTZ, TODD, ARTHURIPRESIDENTE Control
FELTZ, TODD, ARTHURIPRESIDENTE Control
FELTZ, TODD, ARTHURIPRESIDENTE Control
FELTZ, TODD, ARTHURIPRESIDENTE Control
FELTZ, TODD, ARTHURIPRESIDENT & CCOE Control
FELTZ, TODD, ARTHURIPRESIDENT & CCOE Control
FELTZ, TODD, ARTHURIPRESIDENTE Control
FELTZ, TODD, ARTHURIPRESIDENTE Control
FELTZ, TODD, ARTHURIPRESIDENTE Control
FELTZ, TODD, ARTHURIPRESIDENTE Control
FELTZ, TODD, ARTHURIPRESIDENTE Control
FELTZ, TODD, ARTHURIPRESIDENTE Control
FELTZ, TODD, ARTHURIPRESIDENT & CCOE Control
FELTZ, TODD, ARTHURIPRESIDENTE Control
FELTZ, TODD, ARTHURIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
FELTZ, TODD, ARTHURIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
FELTZ, TODD, ARTHURIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
FELTZ, TODD, ARTHURIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
FELTZ, TODD, ARTHURIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
FELTZ, TODD, ARTHURIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
FELTZ, TODD, ARTHURIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
FELTZ, TODD, ARTHURIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
FELTZ, TODD, ARTHURIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
FELTZ, TODD, ARTHURIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
WEALTHPLAN PARTNERS, LLCDEMANAGING MEMBERE Control
WEALTHPLAN PARTNERS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control
WPP HOLDINGS, LLCDEMANAGING MEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BEHLEN, WADE, CIWPP HOLDINGS, LLCF
BEHLEN, WADE, CIWPP HOLDINGS, LLCF
BEHLEN, WADE, CIWPP HOLDINGS, LLCF
BEHLEN, WADE, CIWPP HOLDINGS, LLCF
BEHLEN, WADE, CIWPP HOLDINGS, LLCF
BEHLEN, WADE, CLEVEIWPP HOLDINGS, LLCF
BEHLEN, WADE, CLEVEIWPP HOLDINGS, LLCF
BEHLEN, WADE, CLEVEIWPP HOLDINGS, LLCF
BEHLEN, WADE, CLEVEIWPP HOLDINGS, LLCF
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCF
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCF
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCF
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCF
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCF
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCF
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCF
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCF
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCF
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCD Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCD Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCD Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCD Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCD Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCD Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCD Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCD Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCD Control
BEHLEN, WADE, CLEVEIWPP HOLDINGS, LLCC Control
BEHLEN, WADE, CLEVEIWPP HOLDINGS, LLCC Control
BEHLEN, WADE, CLEVEIWPP HOLDINGS, LLCC Control
BEHLEN, WADE, CLEVEIWPP HOLDINGS, LLCC Control
BEHLEN, WADE, CLEVEIWPP HOLDINGS, LLCC Control
BEHLEN, WADE, CLEVEIWPP HOLDINGS, LLCC Control
BEHLEN, WADE, CLEVEIWPP HOLDINGS, LLCC Control
BEHLEN, WADE, CLEVEIWPP HOLDINGS, LLCC Control
BEHLEN, WADE, CLEVEIWPP HOLDINGS, LLCC Control
BEHLEN, WADE, CLEVEIWPP HOLDINGS, LLCC Control
BEHLEN, WADE, CLEVEIWPP HOLDINGS, LLCC Control
BEHLEN, WADE, CLEVEIWPP HOLDINGS, LLCC Control
BEHLEN, WADE, CLEVEIWPP HOLDINGS, LLCC Control
BEHLEN, WADE, CLEVEIWPP HOLDINGS, LLCC Control
BEHLEN, WADE, CLEVEIWPP HOLDINGS, LLCC Control
BEHLEN, WADE, CLEVEIWEALTHPLAN PARTNERS, LLCC Control
BEHLEN, WADE, CLEVEIWEALTHPLAN PARTNERS, LLCC Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCC Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCC Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCC Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCC Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCC Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCC Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCC Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCC Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCC Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCC Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCC Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCC Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCC Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCC Control
FELTZ, TODD, ARTHURIWPP HOLDINGS, LLCC Control
FELTZ, TODD, ARTHURIWEALTHPLAN PARTNERS, LLCC Control
FELTZ, TODD, ARTHURIWEALTHPLAN PARTNERS, LLCC Control
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCC Control
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCC Control
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCC Control
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCC Control
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCC Control
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCC Control
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCC Control
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCC Control
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCC Control
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCC Control
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCC Control
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCC Control
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCC Control
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCC Control
OMARA, BRENT, THOMASIWPP HOLDINGS, LLCC Control
OMARA, BRENT, THOMASIWEALTHPLAN PARTNERS, LLCC Control
OMARA, BRENT, THOMASIWEALTHPLAN PARTNERS, LLCC Control

Registrations

Federal

IA
Jun 30, 2020 REGISTERED

Notice Filings (38)

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Address

101 SOUTH 108TH AVENUE
2ND FLOOR
OMAHA, NE 68154
United States
Phone: 402-333-5454