Donald Robert Heilbuth
Investment adviser representative at Wealthplan Partners
40 yearsExperience
2 statesRegistered in
$1.1BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
40 years in the industry.
- Wealthplan PartnersSep 2026 to now
- Wealthplan Partners dba Efs Group Wealth ManagementSep 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America Advisor, IncFeb 2006 to Jun 2024
- Securities America, Inc.Feb 2006 to Jun 2024
- Efs Group LLCFeb 1986 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (IA, SD).
Wealthplan Partners
Legal name: Wealthplan Partners, LLC
$1.1BAssets managed
1,711Clients
26Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1457625
- Firm CRD
- 305026