Wyatt James Behlen
Investment adviser representative at Wealthplan Investment Management LLC
10 yearsExperience
1 stateRegistered in
$2.2BFirm assets
5 yearsFirm in business
Are you Wyatt James Behlen? Claim your profile
Contact this firm
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
10 years in the industry.
- Wealthplan Investment Management LLCJul 2024 to now
- Wealthplan GroupOct 2023 to now
- UnemployedAug 2022 to Oct 2023
- Wealthplan GroupMay 2022 to Aug 2022
- StudentAug 2021 to May 2022
- Feltz WealthplanMay 2021 to Aug 2021
- StudentMay 2019 to May 2021
- Abraham CateringAug 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7948432
- Firm CRD
- 311364