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Sarah Faye Kennelly

Chief Operating OfficerWealthplan Investment Management LLCCRD 5321533

About Sarah Faye Kennelly

Sarah Faye Kennelly is listed as Chief Operating Officer at Wealthplan Investment Management LLC in Omaha, NE. Form ADV reports a beneficial ownership band of Under 5%. Sarah Faye Kennelly is associated with 2 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 Sarah Faye Kennelly work?

Sarah Faye Kennelly is listed as Chief Operating Officer at Wealthplan Investment Management LLC on SEC Form ADV.

How much of Wealthplan Investment Management LLC does Sarah Faye Kennelly own?

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

Wealthplan Investment Management LLC

TitleChief Operating Officer
OwnershipUnder 5%
Control personYes
Since2024
View Wealthplan Investment Management LLC →

Wealthplan Partners, LLC

TitleChief Operations Officer
OwnershipUnder 5%
Control personYes
Since2025
View Wealthplan Partners, LLC →