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 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Aug 11, 2022

First registration

Aug 11, 2022

Dual registered

no

Other names

Drew Dintaman

IAPD individual key

7599136

• Occurred

  May 30, 2025
  Advisor changed firm

  Andrew Mason Dintaman left Onedigital for Wealthplan Investment Management Llc (registered 2025-05-01)

  Form ADVobserved 4 days ago
• Occurred

  Oct 26, 2024
  Advisor changed firm

  Andrew Mason Dintaman left Wealthsource? for Onedigital (registered 2024-01-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5eaba1b1-d4ed-546a-e0ae-45596d2b222f

First observed

Aug 11, 2022

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.