Michael Patrick Brewer
Investment adviser representative at Wealthplan Investment Management LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$2.2BFirm assets
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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
11 years in the industry.
- Wealthplan Investment Management LLCJan 2024 to now
- Wealthplan GroupJan 2024 to now
- Wealthsource Partners, LLCMar 2021 to Dec 2023
- Surepath Wealth Management, LLCMar 2016 to Mar 2021
- Simple Medicare, LLCMar 2015 to Mar 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Wealthplan Investment Management LLC
$2.2BAssets managed
2,145Clients
29Advisers
5 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
- 5546428
- Firm CRD
- 311364