WC
Wade Cleve Behlen
CRD 5256921
Firms
| Firm | Role | As of |
|---|---|---|
| Wealthplan Investment Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Wealthplan Investment Management Llc
Managing Member & Executive Vice President Retirement Plans · Less than 5% · Dec 2024
-
Wealthplan Investment Management Llc
Partner · 25% – 50% · Dec 2024
-
Wealthplan Partners, Llc
General Partner · 25% – 50% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗