Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ferrell Obrien is a financial advisor at Wealthplan Investment Management LLC based in Omaha, Nebraska. James has been in the financial industry since 2009 and holds Series 7, 66, and SIE licenses. James is registered to provide investment advice in Nebraska. James provides financial planning and asset management services to clients. James's firm, Wealthplan Investment Management LLC, provides a variety of services to clients, including financial planning, portfolio management, and outsourced CIO services. The firm manages over $988 million in assets for clients. James is a dedicated financial advisor who is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Turnkey asset management provider platform & consulting, outsourced cio services and broker consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NE
07/12/2024 - Present
Wealthplan Investment Management LLC (OMAHA NE)
NE
06/14/2024 - 08/22/2024
OSAIC WEALTH, INC. (OMAHA NE)
NE
11/03/2016 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
NE
02/05/2010 - 11/03/2016
LPL FINANCIAL LLC (OMAHA NE)
NE
07/27/2009 - 11/17/2009
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 08/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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