Langston Washington
Investment adviser representative at Wealthplan Investment Management LLC
12 yearsExperience
2 statesRegistered in
$2.2BFirm assets
5 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
12 years in the industry.
- Wealthplan Investment Management LLCFeb 2026 to now
- Wealthplan PartnersJun 2025 to now
- Osaic Wealth, Inc.Aug 2025 to Feb 2026
- Brinker Capital SecuritiesAug 2022 to May 2025
- Orion Portfolio SolutionsAug 2022 to May 2025
- Financial Services Advisory, Inc.Jan 2022 to Aug 2022
- Fidelity InvestmentsApr 2021 to Dec 2021
- Grove Point Advisors, LLCApr 2021 to Jun 2021
- H. Beck, Inc.Mar 2021 to Apr 2021
- Pride One Temp Agency/assignment: Morgan StanleyJun 2020 to Dec 2020
- United BankJan 2019 to May 2020
- United Brokerage Services Inc.Jan 2019 to May 2020
- Wells Fargo Clearing Services LLCAug 2017 to Jan 2019
- Ameriprise Financial Services, Inc.Jul 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NE, VA).
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
- 6375432
- Firm CRD
- 311364