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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wyatt? Claim Your ProfileWyatt Behlen is an investment advisor representative with Wealthplan Investment Management LLC in Omaha, Nebraska. Wyatt Behlen has passed the Uniform Investment Adviser Law Examination and is registered with the state of Nebraska. Wyatt Behlen has been in the industry since October 2023. Wealthplan Investment Management LLC is a Registered Investment Advisor (RIA) that provides financial planning, pension consulting, outsourced CIO services, and portfolio management for individuals, businesses, 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
07/24/2024 - Present
Wealthplan Investment Management LLC (OMAHA NE)
IA
Issued 07/23/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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