# WEALTHPLAN INVESTMENT MANAGEMENT LLC
Source: https://planprovider.pro/provider/wealthplan-investment-management-llc

> WEALTHPLAN INVESTMENT MANAGEMENT LLC is a registered investment advisor (RIA) headquartered in Omaha, Nebraska, with CRD #311364. The firm manages $988.9 mil…

Retirement Plan Advisor

Omaha, NE

## About WEALTHPLAN INVESTMENT MANAGEMENT LLC

WEALTHPLAN INVESTMENT MANAGEMENT LLC is a registered investment advisor (RIA) headquartered in Omaha, Nebraska, with CRD #311364. The firm manages $988.9 million in assets under management (AUM) across 2,114 accounts, employing 14 financial advisors and registered in numerous states including Arizona, California, Colorado, Delaware, Florida, Illinois, Iowa, Kansas, Maryland, Minnesota, Missouri, Nebraska, New Hampshire, New Jersey, Pennsylvania, South Dakota, Tennessee, and Texas. They offer a comprehensive suite of services including financial planning, portfolio management, and pension consulting. WEALTHPLAN INVESTMENT MANAGEMENT LLC, through its related entity WealthPLAN Partners, LLC, founded in 2011, also provides a turnkey asset management platform, outsourced CIO capabilities, retirement plan solutions, and a technology suite for advisors. Their commitment to client-centricity is reflected in their team's expertise and dedication to fostering long-term relationships. WEALTHPLAN INVESTMENT MANAGEMENT LLC leverages technology and a collaborative approach to empower advisors and help clients achieve their financial goals, making them a trusted partner in wealth management.

Website: [https://www.wealthplan.group/](https://www.wealthplan.group/)

## Office Locations

- Omaha, NE (Headquarters)

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Team Members

- **Patrick Brewer**, Partner and Chief Executive Officer

- **Marc Geels**, Partner and Wealth Advisor

- **Wade Behlen**, Partner and Director of Retirement Plan & Foundation Solutions

- **Brent O’Mara**, Partner and Wealth Advisor

- **Jim Nagengast**, Board Member

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