DFX Intelligence

Data Factory

RIA / WealthAdvisor12 years in industry

DANTE ANTHONY SMITH

Advisor at WEALTHPLAN INVESTMENT MANAGEMENT LLC

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:8435b539-0b9f-8780-1053-d9ce5d0dcdca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Jan 12, 2017 to Sep 14, 2026

Across DFX

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.

Facts

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

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: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 12, 2017
First registration: Jan 12, 2017
Dual registered: no
IAPD individual key: 6332541

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTHPLAN INVESTMENT MANAGEMENT LLC	Independent wealth	May 14, 2025	n/a	yes	OMAHA, NE	Current employment
TRIAD WEALTH PARTNERS, LLC	Independent wealth	Jul 12, 2024	Apr 23, 2025	no	LAWRENCE, KS\|Garland, TX	Previous registration
Onedigital	Institutional manager	Jan 5, 2024	Mar 25, 2024	no	OVERLAND PARK, KS\|GARLAND, TX	Previous registration
WEALTHSOURCE?	Former SEC adviser	Jul 18, 2019	Apr 4, 2024	no	RICHARDSON, TX\|GARLAND, TX	Previous registration
AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC	Former SEC adviser	Feb 13, 2017	Apr 6, 2020	no	LOS ANGELES, CA	Previous registration
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Independent wealth	Jan 12, 2017	Jan 19, 2017	no	Richardson, TX\|CALABASAS, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRIAD WEALTH PARTNERS, LLC	WEALTHPLAN INVESTMENT MANAGEMENT LLC	Apr 23, 2025	May 14, 2025	21	Firm change	RIA to RIA
WEALTHSOURCE?	Onedigital	Apr 4, 2024	Jan 5, 2024	-90	Firm change after gap	Other
Onedigital	TRIAD WEALTH PARTNERS, LLC	Mar 25, 2024	Jul 12, 2024	109	Firm change	Other
AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC	WEALTHSOURCE?	Apr 6, 2020	Jul 18, 2019	-263	Firm change after gap	RIA to RIA
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC	Jan 19, 2017	Feb 13, 2017	25	Firm change	Other

Relationships

Registered with (6)

→ WEALTHPLAN INVESTMENT MANAGEMENT LLCRegistered adviserregistration: current employment
May 14, 2025 to presentfactForm ADV
→ TRIAD WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Jul 12, 2024 to Apr 23, 2025factForm ADV
→ WEALTHSOURCE?Registered adviserregistration: previous registration
Jul 18, 2019 to Apr 4, 2024factForm ADV
→ ONEDIGITALRegistered adviserregistration: previous registration
Jan 5, 2024 to Mar 25, 2024factForm ADV
→ AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Feb 13, 2017 to Apr 6, 2020factForm ADV
→ UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERRegistered adviserregistration: previous registration
Jan 12, 2017 to Jan 19, 2017factForm ADV

Dated events

Occurred
Apr 23, 2025
Advisor changed firm
Dante Anthony Smith left Triad Wealth Partners, Llc for Wealthplan Investment Management Llc (registered 2025-05-14)
Form ADVobserved 5 days ago
Occurred
Apr 4, 2024
Advisor changed firm
Dante Anthony Smith left Wealthsource? for Onedigital (registered 2024-01-05)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2024
Advisor changed firm
Dante Anthony Smith left Onedigital for Triad Wealth Partners, Llc (registered 2024-07-12)
Form ADVobserved 5 days ago