WEALTHPLAN INVESTMENT MANAGEMENT LLC
CRD #311364 SEC #801-120004 OMAHA, NE 402-691-0200
SEC Registered
Total AUM
$1.6B
Discretionary
$1.5B
Employees
40
Clients
0
Accounts
3,957
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nebraska
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 7, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BREWER, MICHAEL, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | NA | Control |
| KENNELLY, SARAH, FAYE | I | CHIEF OPERATING OFFICER | NA | Control |
| KENNELLY, SARAH, FAYE | I | CHIEF OPERATING OFFICER | NA | Control |
| KENNELLY, SARAH, FAYE | I | CHIEF OPERATING OFFICER | NA | Control |
| KENNELLY, SARAH, FAYE | I | CHIEF OPERATING OFFICER | NA | Control |
| KENNELLY, SARAH, FAYE | I | CHIEF OPERATING OFFICER | NA | Control |
| KENNELLY, SARAH, FAYE | I | CHIEF OPERATING OFFICER | NA | Control |
| KENNELLY, SARAH, FAYE | I | CHIEF OPERATING OFFICER | NA | Control |
| KENNELLY, SARAH, FAYE | I | CHIEF OPERATING OFFICER | NA | Control |
| KENNELLY, SARAH, FAYE | I | CHIEF OPERATING OFFICER | NA | Control |
| KENNELLY, SARAH, FAYE | I | CHIEF OPERATING 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 |
| 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 |
| MORENO, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORENO, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORENO, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORENO, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORENO, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORENO, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORENO, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORENO, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORENO, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORENO, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| McLean, Sarah, Faye | I | CHIEF OPERATING OFFICER | NA | Control |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OGARD, ERIK, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | NA | Control |
| SHEA, CHRISTOPHER, MAXIME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHEA, CHRISTOPHER, MAXIME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHEA, CHRISTOPHER, MAXIME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHEA, CHRISTOPHER, MAXIME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHEA, CHRISTOPHER, MAXIME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHEA, CHRISTOPHER, MAXIME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHEA, CHRISTOPHER, MAXIME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHEA, CHRISTOPHER, MAXIME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHEA, CHRISTOPHER, MAXIME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHEA, CHRISTOPHER, MAXIME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHEA, CHRISTOPHER, MAXIME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ZEMANN, KEVIN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZEMANN, KEVIN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZEMANN, KEVIN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZEMANN, KEVIN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZEMANN, KEVIN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZEMANN, KEVIN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZEMANN, KEVIN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZEMANN, KEVIN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZEMANN, KEVIN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZEMANN, KEVIN, RICHARD | 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 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 GROUP, LLC | DE | OWNER | E | Control |
| WEALTHPLAN GROUP, LLC | DE | OWNER | E | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | B | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | B | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | B | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | B | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | B | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | B | Control |
| BEHLEN, WADE, CLEVE | I | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | B | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | B | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | B | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | B | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | B | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | B | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | B | Control |
| FELTZ, TODD, ARTHUR | I | MANAGING MEMBER & CHAIRMAN | B | Control |
| HOLMES, JACK, JOSEPH | I | MANAGING MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| HOLMES, JACK, JOSEPH | I | MANAGING MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| HOLMES, JACK, JOSEPH | I | MANAGING MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| HOLMES, JACK, JOSEPH | I | MANAGING MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| HOLMES, JACK, JOSEPH | I | MANAGING MEMBER | B | |
| HOLMES, JACK, JOSEPH | I | MANAGING MEMBER | B | |
| HOLMES, JACK, JOSEPH | I | MANAGING MEMBER | B | |
| INVESTBETTER HOLDINGS LLC | DE | MEMBER | B | Control |
| INVESTBETTER HOLDINGS LLC | DE | MEMBER | B | Control |
| INVESTBETTER HOLDINGS LLC | DE | MEMBER | B | Control |
| INVESTBETTER HOLDINGS LLC | DE | MEMBER | B | Control |
| INVESTBETTER HOLDINGS LLC | DE | MEMBER | B | Control |
| INVESTBETTER HOLDINGS LLC | DE | MEMBER | B | Control |
| INVESTBETTER HOLDINGS LLC | DE | MEMBER | B | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | B | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | B | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | B | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | B | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | B | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | B | Control |
| OMARA, BRENT, THOMAS | I | MANAGING MEMBER & CHIEF REVENUE OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FEEHAN, TIMOTHY, JOSEPH | I | INVESTBETTER HOLDINGS LLC | D | Control |
| FEEHAN, TIMOTHY, JOSEPH | I | INVESTBETTER HOLDINGS LLC | D | Control |
| FEEHAN, TIMOTHY, JOSEPH | I | INVESTBETTER HOLDINGS LLC | D | Control |
| FEEHAN, TIMOTHY, JOSEPH | I | INVESTBETTER HOLDINGS LLC | D | Control |
| FEEHAN, TIMOTHY, JOSEPH | I | INVESTBETTER HOLDINGS LLC | D | Control |
| FEEHAN, TIMOTHY, JOSEPH | I | INVESTBETTER HOLDINGS LLC | D | Control |
| FEEHAN, TIMOTHY, JOSEPH | I | INVESTBETTER HOLDINGS LLC | D | Control |
| WRUBLE, STEVEN, JAMES | I | INVESTBETTER HOLDINGS LLC | D | Control |
| WRUBLE, STEVEN, JAMES | I | INVESTBETTER HOLDINGS LLC | D | Control |
| WRUBLE, STEVEN, JAMES | I | INVESTBETTER HOLDINGS LLC | D | Control |
| WRUBLE, STEVEN, JAMES | I | INVESTBETTER HOLDINGS LLC | D | Control |
| WRUBLE, STEVEN, JAMES | I | INVESTBETTER HOLDINGS LLC | D | Control |
| WRUBLE, STEVEN, JAMES | I | INVESTBETTER HOLDINGS LLC | D | Control |
| WRUBLE, STEVEN, JAMES | I | INVESTBETTER HOLDINGS LLC | D | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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
IA
Nov 7, 2025 REGISTERED
Notice Filings (32)
AZ CA CO CT DC DE FL IA IL KS LA MA MD MN MO MT NC NE NH NJ NM NV NY OR PA SC SD TN TX VA WA WI
Address
101 S 108TH AVE3RD FLOOR
OMAHA, NE 68154
United States
Phone: 402-691-0200