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CRD 311364
OMAHA, NE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| BRENT THOMAS OMARA | n/a | OMAHA, NE | 5 | 25 | 3 | no |
| WADE CLEVE BEHLEN | n/a | OMAHA, NE | 5 | 19 | 3 | no |
| MARK A POWERS | n/a | Wilmington, DE | 4 | 19 | n/a | no |
| WAYNE DAVID WAGNER | Chartered Financial Consultant | OMAHA, NE | Wilmington, DE | 4 | 30 | 3 | no |
| KEVIN EUGENE O'MARA | Certified Financial Planner | OMAHA, NE | 4 | 20 | 3 | no |
| LANDON LEE TROYER | n/a | OMAHA, NE | 3 | 15 | 2 | no |
| MICHAEL LEO SHEA | n/a | OMAHA, NE | Granite Bay, CA | 2 | 21 | 4 | no |
| Brenden Christopher Tauber | n/a | OMAHA, NE | 2 | 13 | n/a | no |
| MICHAEL PATRICK BREWER | Chartered Financial Analyst | Austin, TX | OMAHA, NE | 2 | 18 | 3 | no |
| JAMES FERRELL OBRIEN | n/a | OMAHA, NE | 2 | 17 | 4 | no |
| Dillon Troy Schutte | n/a | OMAHA, NE | 2 | 10 | 1 | no |
| Ward Cameron Behlen | n/a | OMAHA, NE | 2 | 22 | n/a | no |
| Wyatt James Behlen | n/a | OMAHA, NE | 2 | 10 | n/a | no |
| JEREMY ROYAL ARMAGOST | Certified Financial Planner | Kearney, NE | OMAHA, NE | 2 | 18 | 4 | no |
| JAMES B MUNSON | n/a | Garnet Valley, PA | 2 | 12 | n/a | no |
| CHRISTOPHER MAXIME SHEA | Chartered Financial Analyst | OMAHA, NE | Old Greenwich, CT | 1 | 25 | 5 | no |
| Weston Wade Behlen | n/a | OMAHA, NE | 1 | 14 | n/a | no |
| PAUL JAMES PITTMAN | Certified Financial Planner | OMAHA, NE | Wilmington, NC | 1 | 31 | 4 | no |
| Austin Gregory Miller | n/a | OMAHA, NE | 1 | 12 | 1 | no |
| BRENT ALLEN MCCUNE | n/a | Overland Park, KS | OMAHA, NE | 1 | 41 | 5 | no |
| ZACHARY SCOTT LEEDOM | Certified Financial Planner | OMAHA, NE | Anaheim Hills, CA | 1 | 10 | 4 | no |
| ANDREW MASON DINTAMAN | Certified Financial Planner | RANCHO SANTA MARGARITA, CA | OMAHA, NE | 1 | 13 | 2 | no |
| DANTE ANTHONY SMITH | n/a | OMAHA, NE | 1 | 12 | 5 | no |
| RANDALL SCOTT COBLE | n/a | overland park, KS | OMAHA, NE | 1 | 34 | 5 | no |
| Alyse Pflanz | n/a | Kearney, NE | OMAHA, NE | 1 | 12 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| WEALTHPLAN INCOME FUND I LP | n/a | $0 | Aug 24, 2026 | 0 | Aug 24, 2026 | reported | 021-906791 |
| WEALTHPLAN GROWTH EQUITY FUND, LP | n/a | $0 | Aug 24, 2026 | 0 | Aug 24, 2026 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BREWER, MICHAEL, PATRICK | CHIEF EXECUTIVE OFFICER | Na | yes | 01/2024 | Aug 24, 2026 | Aug 24, 2026 |
| KENNELLY, SARAH, FAYE | CHIEF OPERATING OFFICER | Na | yes | 12/2024 | Aug 24, 2026 | Aug 24, 2026 |
| Lasswell, Mark, Thomas | CHIEF COMPLIANCE OFFICER | Na | yes | 05/2026 | Aug 24, 2026 | Aug 24, 2026 |
| OMARA, BRENT, THOMAS | MANAGING MEMBER & CHIEF REVENUE OFFICER VICE PRESIDENT RETIREMENT PLANS | Na | yes | 10/2020 | Aug 24, 2026 | Aug 24, 2026 |
| SHEA, CHRISTOPHER, MAXIME | CHIEF INVESTMENT OFFICER | Na | yes | 12/2024 | Aug 24, 2026 | Aug 24, 2026 |
| WEALTHPLAN GROUP, LLC | Owner | E | yes | 12/2021 | Aug 24, 2026 | Aug 24, 2026 |
| BEHLEN, WADE, CLEVE | MANAGING MEMBER & EXECUTIVE VICE PRESIDENT RETIREMENT PLANS | Na | yes | 10/2020 | Nov 18, 2020 | Dec 10, 2024 |
| BEHLEN, WADE, CLEVE | Partner | C | yes | 12/2021 | Nov 18, 2020 | Dec 10, 2024 |
| FELTZ, TODD, ARTHUR | MANAGING MEMBER & CHAIRMAN | Na | yes | 10/2020 | Nov 18, 2020 | Dec 10, 2024 |
| FELTZ, TODD, ARTHUR | Partner | C | yes | 12/2021 | Nov 18, 2020 | Dec 10, 2024 |
| OMARA, BRENT, THOMAS | Partner | C | yes | 12/2021 | Nov 18, 2020 | Dec 10, 2024 |
| OGARD, ERIK, WILLIAM | CHIEF INVESTMENT OFFICER | Na | no | 12/2021 | Jun 10, 2022 | Dec 10, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| WEALTHPLAN PARTNERS, LLC | n/a | Independent wealth | $1.1B | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Wilmington | De | United States | 1 | no |
| Kearney | Ne | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $2.2B | $2.1B | 34 | 14 | 4 | 1 | n/a |
| 2024 | Mar 27, 2025 | $1.6B | $1.5B | 40 | 14 | 3 | n/a | n/a |
| 2023 | Mar 28, 2024 | $989M | $965M | 29 | 8 | 1 | n/a | n/a |
| 2022 | Mar 28, 2023 | $870M | $870M | 26 | 12 | 0 | n/a | n/a |
| 2021 | Mar 31, 2022 | $628M | $628M | 10 | 6 | 0 | n/a | n/a |
| 2020 | Mar 31, 2021 | $0 | $0 | 14 | 5 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 13 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.2B | $1.6B | 38.8% | $870M | 35.9% | 34 | 40 | 4 | 3 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| WEALTHPLAN PARTNERS | 2 | Mar 9, 2026 | Jun 3, 2026 | MORRISTOWN, NJ | Channel change | RIA to RIA | 8.7% |
| WEALTHPLAN PARTNERS | 2 | Jun 16, 2025 | May 16, 2025 | OMAHA, NE | Channel change | RIA to RIA | 8.0% |
| WEALTHPLAN PARTNERS | 2 | Jul 12, 2024 | Jul 12, 2024 | OMAHA, NE | Channel change | RIA to RIA | 7.1% |
| WEALTHPLAN PARTNERS | 2 | Oct 12, 2021 | Jan 4, 2021 | OMAHA, NE | Channel change | RIA to RIA | 6.1% |