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

Apr 19, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Chartered Financial Consultant

Exams

S63|S65

First exam

Apr 19, 1996

First registration

Oct 25, 2000

Dual registered

no

Other names

WAYNE D WAGNER

IAPD individual key

2736605

• Occurred

  Aug 17, 2022
  Advisor changed firm

  Wayne David Wagner left Wealthplan Partners for Wealthplan Investment Management Llc (registered 2022-08-22)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:58c818ff-0d42-41cf-56f3-1cb449a85c1a

First observed

Oct 25, 2000

Last observed

Sep 14, 2026 6 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.