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David D Peterson

Chief Compliance OfficerWealthplan Partners, LLCCRD 3100799

About David D Peterson

David D Peterson is listed as Chief Compliance Officer at Wealthplan Partners, LLC in Omaha, NE. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Wealthplan Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David D Peterson work?

David D Peterson is listed as Chief Compliance Officer at Wealthplan Partners, LLC on SEC Form ADV.

How much of Wealthplan Partners, LLC does David D Peterson own?

Form ADV reports a beneficial ownership band of Under 5%.

Wealthplan Partners, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023