Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Cleve Behlen is a financial advisor with Wealthplan Investment Management LLC, a registered investment advisor located in Omaha, Nebraska. Wade has been working in the financial services industry since 2007. Wade has a series 6, 63, and 65 licenses. Wade's prior employment experience includes Securities America, Inc. and LPL Financial LLC. Wade's current firm is Wealthplan Investment Management LLC, which focuses on providing portfolio management for businesses, individuals, and pooled investment vehicles.
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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NE
01/04/2021 - Present
Wealthplan Investment Management LLC (OMAHA NE)
NE
11/03/2016 - 12/31/2020
SECURITIES AMERICA, INC. (OMAHA NE)
NE
01/23/2007 - 11/03/2016
LPL FINANCIAL LLC (OMAHA NE)
IA
Issued 02/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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