This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WEALTHPLAN INVESTMENT MANAGEMENT LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 16, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S63

First exam

Jul 16, 2008

First registration

Sep 12, 2014

Dual registered

no

Other names

PATRICK BREWER

IAPD individual key

5546428

• Occurred

  Jan 9, 2024
  Advisor changed firm

  Michael Patrick Brewer left Wealthsource? for Wealthplan Investment Management Llc (registered 2024-01-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3de29894-89ad-743f-e3f7-b7fd286f908f

First observed

Sep 12, 2014

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.