Brenden Christopher Tauber
Investment adviser representative at Wealthplan Investment Management LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Wealthplan Investment Management LLCJan 2024 to now
- Feltz WealthplanJun 2023 to now
- StudentJan 2023 to Jun 2023
- Feltz WealthplanDec 2022 to Jan 2023
- StudentAug 2022 to Dec 2022
- Feltz WealthplanJun 2022 to Aug 2022
- StudentAug 2013 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 7809793
- Firm CRD
- 311364