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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

WEALTHPLAN PARTNERS

WEALTHPLAN PARTNERS, INC., CRD 158935

OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7fbf929b-90f0-6493-949c-099cd9e5abff

Data as of Jun 30, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 73
Dated events: 3
On other graphs: 1
Observed: Jan 10, 2012 to Jun 30, 2020
57 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Wealthplan Partners

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $2.0BItem 5.F on the latest filing (2020-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.0B
Private client RAUM: $1.5BderivedItem 5.D individuals plus high net worth individuals
Private client share: 78%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 84
Advisory employees: 32
Offices: 16Schedule D 1.F, beyond the principal office
Accounts: 7,511
Individual clients: 2,916
High net worth clients: 389
Custody, client assets: $742M
SEC number: 801-72705
CRD: 158935
Filings on the tape: 57
First filed: Jan 10, 2012
Latest filed: Jun 30, 2020
Organised: Corporation, Nebraska

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BEHLEN, WADE, CLEVE	MANAGING MEMBER	C	yes	12/2016	Dec 16, 2016	Jun 30, 2020
FELTZ, TODD, ARTHUR	MANAGING MEMBER	C	yes	12/2016	Jan 10, 2012	Jun 30, 2020
FELTZ, TODD, ARTHUR	President	Na	yes	08/2011	Jan 10, 2012	Jun 30, 2020
MCMILLAN, CHRISTOPHER, MICHAEL	CHIEF COMPLIANCE OFFICER	Na	yes	01/2017	Apr 5, 2017	Jun 30, 2020
OMARA, BRENT, THOMAS	MANAGING MEMBER	C	yes	12/2016	Dec 16, 2016	Jun 30, 2020
WEALTHPLAN PARTNERS, LLC	MANAGING MEMBER	E	yes	12/2016	Mar 25, 2020	Jun 30, 2020

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Lincoln	Ne	United States	8	yes
Lincoln	Ne	United States	6	yes
Wilmington	De	United States	5	yes
Kearney	Ne	United States	5	yes
Bayonne	Nj	United States	5	yes
OVERLAND PARK	Ks	United States	3	yes
DAVID CITY	Ne	United States	3	yes
NEW YORK	NY	United States	3	yes
n/a	n/a	n/a	3	yes
Westminster	Co	United States	2	no
Raleigh	Nc	United States	2	yes
Fresno	CA	United States	1	yes
Boulder	Co	United States	1	no
Lawrence	Ks	United States	1	yes
GRAND ISLAND	Ne	United States	1	yes
PITTSFORD,	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 25, 2020	$2.0B	$2.0B	84	32	16	n/a	n/a
2018	Mar 28, 2019	$1.7B	$1.7B	70	30	14	n/a	n/a
2017	Feb 13, 2018	$988M	$988M	45	22	14	n/a	n/a
2016	Mar 29, 2017	$1.3B	$1.3B	45	38	n/a	n/a	n/a
2015	Mar 28, 2016	$1.7B	$953M	60	28	n/a	n/a	n/a
2014	Mar 24, 2015	$582M	$582M	35	14	n/a	n/a	n/a
2013	Mar 28, 2014	$590M	$590M	25	8	n/a	n/a	n/a
2012	Mar 28, 2013	$503M	$503M	20	8	n/a	n/a	n/a
2011	Jan 10, 2012	$413M	$413M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$2.0B	$1.7B	18.7%	$1.3B	15.1%	84	70	16	14

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SILVERLEAF ADVISOR GROUP, LLC	3	May 1, 2017	Mar 20, 2017	OMAHA, NE	Team lift out	Other	10.3%
FIRETHORN WEALTH PARTNERS, LLC	4	May 1, 2017	Oct 11, 2018	OMAHA, NE	Team lift out	Other	13.8%
MARINER ADVISOR NETWORK	2	Mar 28, 2017	Nov 1, 2016	CORONA, CA	Team lift out	Other	6.1%
MARINER ADVISOR NETWORK	4	Nov 11, 2016	Nov 1, 2016	OMAHA, NE	Team lift out	Other	10.3%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2	Jul 10, 2019	Jul 23, 2019	BOULDER, CO	Team lift out	Ibd to RIA	0.1%
LPL FINANCIAL LLC	2	Nov 15, 2016	May 25, 2016	OVERLAND PARK, KS	Team lift out	Other	0.0%
VSR ADVISORY SERVICES	2	Nov 2, 2016	Jan 30, 2017	DAVID CITY, NE	Team lift out	Other	4.8%
SUMMIT FINANCIAL GROUP INC	2	Sep 26, 2016	Sep 27, 2016	BOCA RATON, FL	Team lift out	Other	0.6%
TRILOGY CAPITAL, INC.	3	Feb 3, 2016	Feb 4, 2016	IRVINE, CA	Team lift out	Other	4.5%
WADDELL & REED	2	Apr 27, 2015	Apr 22, 2015	OMAHA, NE	Team lift out	Other	0.1%

Relationships

Controls (5)

← FELTZ, TODD, ARTHUROwnerMANAGING MEMBER, ownership code C, individual
Jan 10, 2012 to presentfactForm ADV
← OMARA, BRENT, THOMASOwnerMANAGING MEMBER, ownership code C, individual
Dec 16, 2016 to presentfactForm ADV
← MCMILLAN, CHRISTOPHER, MICHAELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 5, 2017 to presentfactForm ADV
← BEHLEN, WADE, CLEVEOwnerMANAGING MEMBER, ownership code C, individual
Dec 16, 2016 to presentfactForm ADV
← WEALTHPLAN PARTNERS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 25, 2020 to presentfactForm ADV

Registered with (57)

← GARTH JONATHAN TERLIZZIAdvisorregistration: previous registration
Apr 9, 2019 to Jul 10, 2020factForm ADV
← CHARLES EDWARD PRATHERAdvisorregistration: previous registration
Dec 18, 2014 to Jul 10, 2020factForm ADV
← BRENT ALLEN MCCUNEAdvisorregistration: previous registration
May 25, 2016 to Jul 10, 2020factForm ADV
← KIMBERLY ANN STOLLAdvisorregistration: previous registration
Nov 4, 2016 to Jul 10, 2020factForm ADV
← RICHARD JACOB HOLLEAdvisorregistration: previous registration
Mar 6, 2014 to Jul 10, 2020factForm ADV
← DANIEL PAUL FELTZAdvisorregistration: previous registration
Dec 13, 2011 to Jul 10, 2020factForm ADV
← RANDALL SCOTT COBLEAdvisorregistration: previous registration
May 3, 2016 to Jul 10, 2020factForm ADV
← TOD MICHAEL MASINAdvisorregistration: previous registration
Nov 7, 2016 to Jul 10, 2020factForm ADV
← JOSEPH BRADFORD MCCLELLANAdvisorregistration: previous registration
Mar 6, 2014 to Jul 10, 2020factForm ADV
← PAUL JAMES PITTMANAdvisorregistration: previous registration
Jul 2, 2015 to Jul 10, 2020factForm ADV
← ROBERT WILLIAM TAYLORAdvisorregistration: previous registration
Jun 28, 2018 to Jul 10, 2020factForm ADV
← WAYNE DAVID WAGNERAdvisorregistration: previous registration
Feb 16, 2018 to Jul 10, 2020factForm ADV
← MICHAEL LEE MORAVECAdvisorregistration: previous registration
Jan 30, 2017 to Jul 10, 2020factForm ADV
← BRENDA LEANN ANDERSONAdvisorregistration: previous registration
Jan 10, 2020 to Jul 10, 2020factForm ADV
← ROBERT CHARLES KEATINGAdvisorregistration: previous registration
Nov 14, 2018 to Jul 10, 2020factForm ADV
← BRENT THOMAS OMARAAdvisorregistration: previous registration
Dec 23, 2011 to Jul 10, 2020factForm ADV
← TRON DAVID WELCHAdvisorregistration: previous registration
Jul 1, 2019 to Jul 10, 2020factForm ADV
← RYAN M FELTZAdvisorregistration: previous registration
Dec 13, 2011 to Jul 10, 2020factForm ADV
← WILLIAM DEAN MISKOAdvisorregistration: previous registration
Nov 9, 2016 to Jul 10, 2020factForm ADV
← Amy Nuttall ZwaanAdvisorregistration: previous registration
Sep 9, 2019 to Jul 10, 2020factForm ADV
← JACK JOSEPH HOLMESAdvisorregistration: previous registration
Feb 10, 2015 to Jul 10, 2020factForm ADV
← KEVIN EUGENE O'MARAAdvisorregistration: previous registration
Dec 23, 2011 to Jul 10, 2020factForm ADV
← WADE CLEVE BEHLENAdvisorregistration: previous registration
Oct 23, 2014 to Jul 10, 2020factForm ADV
← Steven H DruckmanAdvisorregistration: previous registration
Aug 28, 2019 to Jul 10, 2020factForm ADV
← JEREMY ROYAL ARMAGOSTAdvisorregistration: previous registration
Sep 26, 2016 to Jul 10, 2020factForm ADV
← SHAWN GERALD HANQUISTAdvisorregistration: previous registration
Oct 3, 2018 to Jul 10, 2020factForm ADV
← JASON MICHAEL POTTAdvisorregistration: previous registration
Jan 24, 2018 to Jul 10, 2020factForm ADV
← JAMES FERRELL OBRIENAdvisorregistration: previous registration
Dec 23, 2011 to Jul 10, 2020factForm ADV
← JESSICA LYNN RAUSCHAdvisorregistration: previous registration
Feb 13, 2019 to Jul 10, 2020factForm ADV
← LISA ANN COWANAdvisorregistration: previous registration
Jul 23, 2019 to Jul 10, 2020factForm ADV
and 27 more

Moved with (9)

← CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
Jul 10, 2019 to Jul 23, 2019factForm ADV
→ FIRETHORN WEALTH PARTNERS, LLCRegistered adviser4 advisors, team lift out, same day
May 1, 2017 to Oct 11, 2018factForm ADV
→ SILVERLEAF ADVISOR GROUP, LLCRegistered adviser3 advisors, team lift out, same day
May 1, 2017 to Mar 20, 2017factForm ADV
← VSR ADVISORY SERVICESRegistered adviser2 advisors, team lift out, same day
Nov 2, 2016 to Jan 30, 2017factForm ADV
→ MARINER ADVISOR NETWORKRegistered adviser2 advisors, team lift out, same day
Mar 28, 2017 to Nov 1, 2016factForm ADV
← SUMMIT FINANCIAL GROUP INCRegistered adviser2 advisors, team lift out, same day
Sep 26, 2016 to Sep 27, 2016factForm ADV
← LPL FINANCIAL LLCRegistered adviser2 advisors, team lift out, same day
Nov 15, 2016 to May 25, 2016factForm ADV
← TRILOGY CAPITAL, INC.Registered adviser3 advisors, team lift out, same day
Feb 3, 2016 to Feb 4, 2016factForm ADV
← WADDELL & REEDRegistered adviser2 advisors, team lift out, same day
Apr 27, 2015 to Apr 22, 2015factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 28, 2019
Regulatory AUM changed
Wealthplan Partners reported RAUM $1.7B, up 69% from $988.1M (2018-12-17 to 2019-03-28)
Form ADVobserved 4 days ago
$677M
Occurred
Dec 16, 2016
Succession filed (Item 4)
Wealthplan Partners reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Feb 13, 2018
Wealthplan Partners reported 22 state-registered advisory representatives, down from 35 (2017-05-05 to 2018-02-13)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7fbf929b-90f0-6493-949c-099cd9e5abff
First observed: Jan 10, 2012
Last observed: Jun 30, 2020 75 months ago
Source families: Federal regulator filings
3 registered feeds 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.

WEALTHPLAN PARTNERS

WEALTHPLAN PARTNERS, INC., CRD 158935

OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7fbf929b-90f0-6493-949c-099cd9e5abff

Data as of Jun 30, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:16 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BEHLEN, WADE, CLEVE

MANAGING MEMBER

yes

12/2016

Dec 16, 2016

Jun 30, 2020

FELTZ, TODD, ARTHUR

MANAGING MEMBER

yes

12/2016

Jan 10, 2012

Jun 30, 2020

FELTZ, TODD, ARTHUR

President

yes

08/2011

Jan 10, 2012

Jun 30, 2020

MCMILLAN, CHRISTOPHER, MICHAEL

CHIEF COMPLIANCE OFFICER

yes

01/2017

Apr 5, 2017

Jun 30, 2020

OMARA, BRENT, THOMAS

MANAGING MEMBER

yes

12/2016

Dec 16, 2016

Jun 30, 2020

WEALTHPLAN PARTNERS, LLC

MANAGING MEMBER

yes

12/2016

Mar 25, 2020

Jun 30, 2020

City

State

Country

Employees

Also broker-dealer

Lincoln

United States

yes

Lincoln

United States

yes

Wilmington

United States

yes

Kearney

United States

yes

Bayonne

United States

yes

OVERLAND PARK

United States

yes

DAVID CITY

United States

yes

NEW YORK

United States

yes

n/a

yes

Westminster

United States

Raleigh

United States

yes

Fresno

United States

yes

Boulder

United States

Lawrence

United States

yes

GRAND ISLAND

United States

yes

PITTSFORD,

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 25, 2020

$2.0B

n/a

2018

Mar 28, 2019

$1.7B

n/a

2017

Feb 13, 2018

$988M

n/a

2016

Mar 29, 2017

$1.3B

n/a

2015

Mar 28, 2016

$1.7B

$953M

n/a

2014

Mar 24, 2015

$582M

n/a

2013

Mar 28, 2014

$590M

n/a

2012

Mar 28, 2013

$503M

n/a

2011

Jan 10, 2012

$413M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$2.0B

$1.7B

18.7%

$1.3B

15.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SILVERLEAF ADVISOR GROUP, LLC

May 1, 2017

Mar 20, 2017

OMAHA, NE

Team lift out

Other

10.3%

FIRETHORN WEALTH PARTNERS, LLC

May 1, 2017

Oct 11, 2018

OMAHA, NE

Team lift out

Other

13.8%

MARINER ADVISOR NETWORK

Mar 28, 2017

Nov 1, 2016

CORONA, CA

Team lift out

Other

6.1%

MARINER ADVISOR NETWORK

Nov 11, 2016

Nov 1, 2016

OMAHA, NE

Team lift out

Other

10.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jul 10, 2019

Jul 23, 2019

BOULDER, CO

Team lift out

Ibd to RIA

0.1%

LPL FINANCIAL LLC

Nov 15, 2016

May 25, 2016

OVERLAND PARK, KS

Team lift out

Other

0.0%

VSR ADVISORY SERVICES

Nov 2, 2016

Jan 30, 2017

DAVID CITY, NE

Team lift out

Other

4.8%

SUMMIT FINANCIAL GROUP INC

Sep 26, 2016

Sep 27, 2016

BOCA RATON, FL

Team lift out

Other

0.6%

TRILOGY CAPITAL, INC.

Feb 3, 2016

Feb 4, 2016

IRVINE, CA

Team lift out

Other

4.5%

WADDELL & REED

Apr 27, 2015

Apr 22, 2015

OMAHA, NE

Team lift out

Other

0.1%