Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,572 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$5K
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Location

101 S 108th Ave, 3rd Floor, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Wade is a board member for Wealth Plan Gives NP, meeting to discuss charities to support. He is also a trustee of a 401K retirement plan, allocating minimal time to these activities.

Employment History
Current Registrations
Wealthplan Investment Management LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wealthplan Partners
January 2020 - October 2021 · 1 yr 9 mos
Securities America, INC.Broker
November 2016 - December 2020 · 4 yrs 1 mo
Wealthplan Partners
October 2014 - July 2020 · 5 yrs 9 mos
LPL Financial LLC
February 2013 - October 2014 · 1 yr 8 mos
LPL Financial LLCBroker
January 2007 - November 2016 · 9 yrs 10 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.
Wade Cleve Behlen - Financial Advisor | TrueAdvisor