Wealthplan Investment Management Llc
- Regulatory AUM
- $2.2B
- Discretionary
- $2.1B
- Clients
- 2,145
- Avg AUM / client
- $1.0M
- Accounts
- 5,313
- Employees
- 34
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,693 | $716M | 32.7% |
| High net worth individuals | 375 | $1.2B | 53.5% |
| Pension and profit sharing plans | 52 | $207M | 9.46% |
| Charitable organizations | 9 | $61.2M | 2.8% |
| State or municipal government entities | 1 | $4.3M | 0.2% |
| Corporations and other businesses | 15 | $28.0M | 1.28% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pepsi Cola Bottling Company Of Lincoln Salary Savings Plan Linpepco Partnership | 2024 | |
| Midwest Surgical Hospital, Llc 401(k) Plan Midwest Surgical Hospital, Llc | 2024 |
People (31)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brent Thomas Omara | Managing Member & Chief Revenue Officer | Oct 2020 (6y) | ≈ 18.75% – 50% via Wealthplan Group, Llc | |
| Feltz, Todd, Arthur | Managing Member & Chairman | Oct 2020 (6y) | ≈ 18.75% – 50% via Wealthplan Group, Llc | |
| Wade Cleve Behlen | Managing Member & Executive Vice President Retirement Plans | Oct 2020 (6y) | ≈ 18.75% – 50% via Wealthplan Group, Llc | |
| Erik William Ogard | Chief Investment Officer | CFA | Dec 2021 (5y) | Less than 5% |
| Michael Patrick Brewer | Chief Compliance Officer | CFA | Jan 2024 (3y) | Less than 5% |
| Mark A Powers | Registered representative | Aug 2022 (4y) | ||
| Wayne David Wagner | Registered representative | Chartered Financial Consultant | Aug 2022 (4y) | |
| Kevin Eugene O'mara | Registered representative | CFP | Aug 2022 (4y) | |
| Landon Lee Troyer | Registered representative | Aug 2023 (3y) | ||
| Michael Leo Shea | Registered representative | Nov 2023 (3y) | ||
| Brenden Christopher Tauber | Registered representative | Jan 2024 (3y) | ||
| Dillon Troy Schutte | Registered representative | Jul 2024 (2y) | ||
| James Ferrell Obrien | Registered representative | Jul 2024 (2y) | ||
| Ward Cameron Behlen | Registered representative | Jul 2024 (2y) | ||
| Wyatt James Behlen | Registered representative | Jul 2024 (2y) | ||
| Jeremy Royal Armagost | Registered representative | CFP | Jul 2024 (2y) | |
| James B Munson | Registered representative | Sep 2024 (2y) | ||
| Christopher Maxime Shea | Registered representative | CFA | Oct 2024 (2y) | |
| Weston Wade Behlen | Registered representative | Nov 2024 (2y) | ||
| Paul James Pittman | Registered representative | CFP | Dec 2024 (2y) | |
| Austin Gregory Miller | Registered representative | Apr 2025 (1y) | ||
| Andrew Mason Dintaman | Registered representative | CFP | May 2025 (1y) | |
| Brent Allen Mccune | Registered representative | May 2025 (1y) | ||
| Zachary Scott Leedom | Registered representative | CFP | May 2025 (1y) | |
| Dante Anthony Smith | Registered representative | May 2025 (1y) | ||
| Randall Scott Coble | Registered representative | May 2025 (1y) | ||
| Alyse Pflanz | Registered representative | Jul 2025 (1y) | ||
| Langston Washington | Registered representative | Feb 2026 (0y) | ||
| Michael Prestifilippo | Registered representative | CFP | Jun 2026 (0y) | |
| Robert Charles Keating | Registered representative | Jun 2026 (0y) | ||
| Robert William Taylor | Registered representative | CFP | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wealthplan Group, Llc | Owner | Dec 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brent Thomas Omara: 25% – 50% of Wealthplan Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Feltz, Todd, Arthur: 25% – 50% of Wealthplan Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Wade Cleve Behlen: 25% – 50% of Wealthplan Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pepsi Cola Bottling Company Of Lincoln Salary Savings Plan | Linpepco Partnership | 263 | $23.8M | 01/01/2024 |
| Midwest Surgical Hospital, Llc 401(k) Plan | Midwest Surgical Hospital, Llc | 126 | $15.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $2.2B (98% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 22, 2026.
View current Form ADV (SEC/IAPD) ↗