Wade Cleve Behlen

Wealthplan Investment Management LLC

18 Years of Experience

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Firm Information

Wealthplan Investment Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

25 advisors

Number of Clients

1,572 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$1.6B

Fee Structure

Minimum Investment:$5K

This firm offers financial planning, consulting, and asset management services. Details on fees for these services were not included in this brochure.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance Planning

Advisor Information

Office location

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

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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.

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.