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Michael Patrick Brewer

Wealthplan Investment Management LLC

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About Michael Patrick Brewer

Michael Brewer is a financial advisor at Wealthplan Investment Management LLC. Michael is based in Austin, TX, and has been working in the financial industry since 2008. Michael has experience in various fields, including financial planning, portfolio management, and asset management. Michael holds the Series 6, 7, and 63 licenses. Michael is also a Chartered Financial Analyst (CFA).

Firm Information

Michael Brewer is currently registered with Wealthplan Investment Management LLC. Wealthplan Investment Management LLC is a registered investment adviser based in Omaha, NE. The firm provides financial planning, pension consulting, and portfolio management services to a range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Wealthplan also offers outsourced CIO services and broker consulting. The firm has approximately $989 million in regulatory assets under management.
Wealthplan Investment Management LLC

101 S 108TH AVE

OMAHA, NE 68154

$988.87M

Assets Under Management

306

Total Clients

17

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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turnkey asset management provider platform & consulting, outsourced cio services and broker consulting

Turnkey asset management provider platform & consulting, outsourced cio services and broker consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Brewer’s Registration & Firm History

TX

01/03/2024 - Present

Wealthplan Investment Management LLC (Austin TX)

TX

08/06/2010 - 05/02/2014

DFA SECURITIES LLC (AUSTIN TX)

PA

07/10/2008 - 06/10/2010

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 07/16/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2010

Series 7 - General Securities Representative Examination

BC

Issued 07/08/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Patrick Brewer.
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