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Wade Cleve Behlen

Managing Member & Executive Vice President Retirement PlansWealthplan Investment Management LLCCRD 5256921

About Wade Cleve Behlen

Wade Cleve Behlen is listed as Managing Member & Executive Vice President Retirement Plans at Wealthplan Investment Management LLC in Omaha, NE. Form ADV reports a beneficial ownership band of Under 5%. Wade Cleve Behlen 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 Wade Cleve Behlen work?

Wade Cleve Behlen is listed as Managing Member & Executive Vice President Retirement Plans at Wealthplan Investment Management LLC on SEC Form ADV.

How much of Wealthplan Investment Management LLC does Wade Cleve Behlen own?

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

Wealthplan Investment Management LLC

TitleManaging Member & Executive Vice President Retirement Plans
OwnershipUnder 5%
Control personYes
Since2020
View Wealthplan Investment Management LLC →

Wealthplan Investment Management LLC

TitleGeneral Partner
Ownership25-50%
Control personYes
Since2021
View Wealthplan Investment Management LLC →