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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

JOSEPH BRADFORD MCCLELLAN

Advisor at WEALTHPLAN PARTNERS

Bayonne, NJ | OMAHA, NE

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Search this name across graphsid dfx:ria:c38308c0-12d0-a944-9e8d-95284edd3e74

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 21, 2003 to Sep 15, 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 PARTNERS
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: Feb 22, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Feb 22, 1994
First registration: Jul 21, 2003
Dual registered: yes, broker-dealer
Other names: BRAD MCCLELLAN
IAPD individual key: 2403907

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 PARTNERS	Independent wealth	Feb 18, 2020	n/a	yes	OMAHA, NE\|Bayonne, NJ	Current employment
WEALTHPLAN PARTNERS	Former SEC adviser	Mar 6, 2014	Jul 10, 2020	no	OMAHA, NE	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Feb 1, 2007	Feb 28, 2014	no	BAYONNE, NJ\|NEW YORK, NY\|BAYONNE, NJ	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 1, 2005	Feb 9, 2007	no	CALDWELL, NJ\|CALDWELL, NJ	Previous registration
IFMG SECURITIES, INC.	n/a	Jul 21, 2003	Jan 12, 2006	no	ELIZABETH, NJ	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
WEALTHPLAN PARTNERS	WEALTHPLAN PARTNERS	Jul 10, 2020	Feb 18, 2020	-143	Bulk transfer	RIA to RIA
EQUITABLE ADVISORS, LLC	WEALTHPLAN PARTNERS	Feb 28, 2014	Mar 6, 2014	6	Firm change	Other
LPL FINANCIAL LLC	EQUITABLE ADVISORS, LLC	Feb 9, 2007	Feb 1, 2007	-8	Firm change	Other
IFMG SECURITIES, INC.	LPL FINANCIAL LLC	Jan 12, 2006	Dec 1, 2005	-42	Firm change after gap	Other

Relationships

Registered with (5)

→ WEALTHPLAN PARTNERSRegistered adviserregistration: current employment
Feb 18, 2020 to presentfactForm ADV
→ WEALTHPLAN PARTNERSRegistered adviserregistration: previous registration
Mar 6, 2014 to Jul 10, 2020factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 1, 2007 to Feb 28, 2014factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 1, 2005 to Feb 9, 2007factForm ADV
→ IFMG SECURITIES, INC.Registered adviserregistration: previous registration
Jul 21, 2003 to Jan 12, 2006factForm ADV

Dated events

No dated event names this entity yet.