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Michael Patrick Brewer

Chief Compliance OfficerWealthplan Investment Management LLCCRD 5546428

About Michael Patrick Brewer

Michael Patrick Brewer is listed as Chief Compliance Officer at Wealthplan Investment Management LLC in Omaha, NE. Form ADV reports a beneficial ownership band of Under 5%. Michael Patrick Brewer is associated with 5 registered advisers.

Reported ownership

Owns Under 5% of Wealthplan Investment Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michael Patrick Brewer work?

Michael Patrick Brewer is listed as Chief Compliance Officer at Wealthplan Investment Management LLC on SEC Form ADV.

How much of Wealthplan Investment Management LLC does Michael Patrick Brewer own?

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

Wealthplan Investment Management LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2024

Wealthplan Investment Management LLC

TitleChief Executive Officer
OwnershipUnder 5%
Control personYes
Since2024

Wealthplan Partners, LLC

TitleChief Executive Officer
Ownership10-25%
Control personYes
Since2024

Wealthplan Investment Management LLC

TitleGeneral Partner
Ownership25-50%
Control personYes
Since2021

Wealthplan Partners, LLC

TitlePartner
Ownership25-50%
Control personYes
Since2024