WEALTHPLAN PARTNERS, LLC

Legal name: WEALTHPLAN PARTNERS

CRD #305026 SEC #801-117955 OMAHA, NE 402-691-0200

SEC Registered

Total AUM

$1.3B

Discretionary

$1.2B

Employees

Clients

251

Accounts

5,895

Firm Details

Organization Type: Limited Liability Company
State of Formation: Nebraska
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 28, 2025
Branch Offices: 12

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BREWER, MICHAEL, PATRICK	I	CHIEF EXECUTIVE OFFICER	NA	Control
CUYKENDALL, SCOTT, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
CUYKENDALL, SCOTT, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
CUYKENDALL, SCOTT, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
CUYKENDALL, SCOTT, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
Coglianese, Deanna, Rose	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hill, Katie, Lynn	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hill, Katie, Lynn	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hill, Katie, Lynn	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hill, Katie, Lynn	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hill, Katie, Lynn	I	CHIEF COMPLIANCE OFFICER	NA	Control
KENNELLY, SARAH, FAYE	I	CHIEF OPERATIONS OFFICER	NA	Control
KENNELLY, SARAH, FAYE	I	CHIEF OPERATIONS OFFICER	NA	Control
KENNELLY, SARAH, FAYE	I	CHIEF OPERATIONS OFFICER	NA	Control
KENNELLY, SARAH, FAYE	I	CHIEF OPERATIONS OFFICER	NA	Control
MCMILLAN, CHRISTOPHER, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCMILLAN, CHRISTOPHER, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCMILLAN, CHRISTOPHER, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCMILLAN, CHRISTOPHER, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCMILLAN, CHRISTOPHER, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCMILLAN, CHRISTOPHER, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCMILLAN, CHRISTOPHER, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCMILLAN, CHRISTOPHER, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCMILLAN, CHRISTOPHER, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCMILLAN, CHRISTOPHER, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
Peterson, David, D	I	CHIEF COMPLIANCE OFFICER	NA	Control
Peterson, David, D	I	CHIEF COMPLIANCE OFFICER	NA	Control
Peterson, David, D	I	CHIEF COMPLIANCE OFFICER	NA	Control
Peterson, David, D	I	CHIEF COMPLIANCE OFFICER	NA	Control
Peterson, David, D	I	CHIEF COMPLIANCE OFFICER	NA	Control
Peterson, David, D	I	CHIEF COMPLIANCE OFFICER	NA	Control
Peterson, David, D	I	CHIEF COMPLIANCE OFFICER	NA	Control
Peterson, David, D	I	CHIEF COMPLIANCE OFFICER	NA	Control
Peterson, David, D	I	CHIEF COMPLIANCE OFFICER	NA	Control
Peterson, David, D	I	CHIEF COMPLIANCE OFFICER	NA	Control
WEALTHPLAN GROUP, LLC	DE	OWNER	E	Control
WEALTHPLAN GROUP, LLC	DE	OWNER	E	Control
WEALTHPLAN GROUP, LLC	DE	OWNER	E	Control
WEALTHPLAN GROUP, LLC	DE	OWNER	E	Control
WEALTHPLAN GROUP, LLC	DE	OWNER	E	Control
WEALTHPLAN GROUP, LLC	DE	OWNER	E	Control
WEALTHPLAN GROUP, LLC	DE	OWNER	E	Control
WEALTHPLAN GROUP, LLC	DE	OWNER	E	Control
WEALTHPLAN GROUP, LLC	DE	OWNER	E	Control
WEALTHPLAN GROUP, LLC	DE	OWNER	E	Control
WEALTHPLAN GROUP, LLC	DE	OWNER	E	Control
WEALTHPLAN GROUP, LLC	DE	OWNER	E	Control
WEALTHPLAN GROUP, LLC	DE	OWNER	E	Control
WEALTHPLAN GROUP, LLC	DE	OWNER	E	Control
WEALTHPLAN GROUP, LLC	DE	OWNER	E	Control
WEALTHPLAN GROUP, LLC	DE	OWNER	E	Control
WEALTHPLAN GROUP, LLC	DE	OWNER	E	Control
WEALTHPLAN GROUP, LLC	DE	OWNER	E	Control
WEALTHPLAN GROUP, LLC	DE	OWNER	E	Control
WEALTHPLAN HOLDINGS LLC	DE	OWNER	E	Control
WEALTHPLAN HOLDINGS LLC	DE	OWNER	E	Control
WEALTHPLAN HOLDINGS LLC	DE	OWNER	E	Control
WEALTHPLAN HOLDINGS LLC	DE	OWNER	E	Control
BEHLEN, WADE, CLEVE	I	MANAGING MEMBER	C	Control
BEHLEN, WADE, CLEVE	I	MANAGING MEMBER	C	Control
BEHLEN, WADE, CLEVE	I	MANAGING MEMBER	C	Control
BEHLEN, WADE, CLEVE	I	MANAGING MEMBER	C	Control
BEHLEN, WADE, CLEVE	I	MANAGING MEMBER	C	Control
BEHLEN, WADE, CLEVE	I	MANAGING MEMBER	C	Control
BEHLEN, WADE, CLEVE	I	MANAGING MEMBER	C	Control
FELTZ, TODD, ARTHUR	I	PRESIDENT	C	Control
FELTZ, TODD, ARTHUR	I	PRESIDENT	C	Control
FELTZ, TODD, ARTHUR	I	PRESIDENT	C	Control
FELTZ, TODD, ARTHUR	I	PRESIDENT	C	Control
FELTZ, TODD, ARTHUR	I	PRESIDENT	C	Control
FELTZ, TODD, ARTHUR	I	PRESIDENT	C	Control
FELTZ, TODD, ARTHUR	I	PRESIDENT	C	Control
OMARA, BRENT, THOMAS	I	MANAGING MEMBER	C	Control
OMARA, BRENT, THOMAS	I	MANAGING MEMBER	C	Control
OMARA, BRENT, THOMAS	I	MANAGING MEMBER	C	Control
OMARA, BRENT, THOMAS	I	MANAGING MEMBER	C	Control
OMARA, BRENT, THOMAS	I	MANAGING MEMBER	C	Control
OMARA, BRENT, THOMAS	I	MANAGING MEMBER	C	Control
OMARA, BRENT, THOMAS	I	MANAGING MEMBER	C	Control
BREWER, MICHAEL, PATRICK	I	CHIEF EXECUTIVE OFFICER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BEHLEN, WADE, CLEVE	I	WEALTHPLAN HOLDINGS LLC	F	Control
BEHLEN, WADE, CLEVE	I	WEALTHPLAN HOLDINGS LLC	F	Control
BEHLEN, WADE, CLEVE	I	WEALTHPLAN HOLDINGS LLC	F	Control
BEHLEN, WADE, CLEVE	I	WEALTHPLAN HOLDINGS LLC	F	Control
FELTZ, TODD, ARTHUR	I	WEALTHPLAN HOLDINGS LLC	F	Control
FELTZ, TODD, ARTHUR	I	WEALTHPLAN HOLDINGS LLC	F	Control
FELTZ, TODD, ARTHUR	I	WEALTHPLAN HOLDINGS LLC	F	Control
FELTZ, TODD, ARTHUR	I	WEALTHPLAN HOLDINGS LLC	F	Control
HOLMES, JACK, JOSEPH	I	WEALTHPLAN HOLDINGS LLC	F	Control
HOLMES, JACK, JOSEPH	I	WEALTHPLAN HOLDINGS LLC	F	Control
HOLMES, JACK, JOSEPH	I	WEALTHPLAN HOLDINGS LLC	F	Control
HOLMES, JACK, JOSEPH	I	WEALTHPLAN HOLDINGS LLC	F	Control
INVEST BETTER HOLDINGS, LLC	DE	WEALTHPLAN HOLDINGS LLC	F	Control
INVEST BETTER HOLDINGS, LLC	DE	WEALTHPLAN HOLDINGS LLC	F	Control
INVEST BETTER HOLDINGS, LLC	DE	WEALTHPLAN HOLDINGS LLC	F	Control
INVEST BETTER HOLDINGS, LLC	DE	WEALTHPLAN HOLDINGS LLC	F	Control
OMARA, BRENT, THOMAS	I	WEALTHPLAN HOLDINGS LLC	F	Control
OMARA, BRENT, THOMAS	I	WEALTHPLAN HOLDINGS LLC	F	Control
OMARA, BRENT, THOMAS	I	WEALTHPLAN HOLDINGS LLC	F	Control
OMARA, BRENT, THOMAS	I	WEALTHPLAN HOLDINGS LLC	F	Control
BEHLEN, WADE, CLEVE	I	WEALTHPLAN GROUP, LLC	C	Control
BEHLEN, WADE, CLEVE	I	WEALTHPLAN GROUP, LLC	C	Control
BEHLEN, WADE, CLEVE	I	WEALTHPLAN GROUP, LLC	C	Control
BEHLEN, WADE, CLEVE	I	WEALTHPLAN GROUP, LLC	C	Control
BEHLEN, WADE, CLEVE	I	WEALTHPLAN GROUP, LLC	C	Control
BEHLEN, WADE, CLEVE	I	WEALTHPLAN GROUP, LLC	C	Control
BEHLEN, WADE, CLEVE	I	WEALTHPLAN GROUP, LLC	C	Control
BEHLEN, WADE, CLEVE	I	WEALTHPLAN GROUP, LLC	C	Control
BEHLEN, WADE, CLEVE	I	WEALTHPLAN GROUP, LLC	C	Control
BEHLEN, WADE, CLEVE	I	WEALTHPLAN GROUP, LLC	C	Control
BEHLEN, WADE, CLEVE	I	WEALTHPLAN GROUP, LLC	C	Control
BEHLEN, WADE, CLEVE	I	WEALTHPLAN GROUP, LLC	C	Control
BEHLEN, WADE, CLEVE	I	WEALTHPLAN GROUP, LLC	C	Control
FELTZ, TODD, ARTHUR	I	WEALTHPLAN GROUP, LLC	C	Control
FELTZ, TODD, ARTHUR	I	WEALTHPLAN GROUP, LLC	C	Control
FELTZ, TODD, ARTHUR	I	WEALTHPLAN GROUP, LLC	C	Control
FELTZ, TODD, ARTHUR	I	WEALTHPLAN GROUP, LLC	C	Control
FELTZ, TODD, ARTHUR	I	WEALTHPLAN GROUP, LLC	C	Control
FELTZ, TODD, ARTHUR	I	WEALTHPLAN GROUP, LLC	C	Control
FELTZ, TODD, ARTHUR	I	WEALTHPLAN GROUP, LLC	C	Control
FELTZ, TODD, ARTHUR	I	WEALTHPLAN GROUP, LLC	C	Control
FELTZ, TODD, ARTHUR	I	WEALTHPLAN GROUP, LLC	C	Control
FELTZ, TODD, ARTHUR	I	WEALTHPLAN GROUP, LLC	C	Control
FELTZ, TODD, ARTHUR	I	WEALTHPLAN GROUP, LLC	C	Control
FELTZ, TODD, ARTHUR	I	WEALTHPLAN GROUP, LLC	C	Control
FELTZ, TODD, ARTHUR	I	WEALTHPLAN GROUP, LLC	C	Control
OMARA, BRENT, THOMAS	I	WEALTHPLAN GROUP, LLC	C	Control
OMARA, BRENT, THOMAS	I	WEALTHPLAN GROUP, LLC	C	Control
OMARA, BRENT, THOMAS	I	WEALTHPLAN GROUP, LLC	C	Control
OMARA, BRENT, THOMAS	I	WEALTHPLAN GROUP, LLC	C	Control
OMARA, BRENT, THOMAS	I	WEALTHPLAN GROUP, LLC	C	Control
OMARA, BRENT, THOMAS	I	WEALTHPLAN GROUP, LLC	C	Control
OMARA, BRENT, THOMAS	I	WEALTHPLAN GROUP, LLC	C	Control
OMARA, BRENT, THOMAS	I	WEALTHPLAN GROUP, LLC	C	Control
OMARA, BRENT, THOMAS	I	WEALTHPLAN GROUP, LLC	C	Control
OMARA, BRENT, THOMAS	I	WEALTHPLAN GROUP, LLC	C	Control
OMARA, BRENT, THOMAS	I	WEALTHPLAN GROUP, LLC	C	Control
OMARA, BRENT, THOMAS	I	WEALTHPLAN GROUP, LLC	C	Control
OMARA, BRENT, THOMAS	I	WEALTHPLAN GROUP, LLC	C	Control

Registrations

Federal

Aug 28, 2025 REGISTERED

Notice Filings (39)

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Address

101 SOUTH 108TH AVENUE
OMAHA, NE 68154
United States

Phone: 402-691-0200