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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-25-2019
- Office Locations
- 9
Office Locations
About Wealthplan Partners
WealthPlan Partners is an Omaha-based RIA delivering customized wealth management, investment management, and financial planning spanning retirement, tax-aware strategy, estate/legacy planning, and small-business planning. The firm highlights 100+ years of collective experience, supports retail and institutional relationships, works with major custodians including Schwab and Fidelity, and operates a multi-office footprint (10 locations).
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL PATRICK BREWER
Chief Executive Officer
- CRD
- #5546428
- Ownership
- 10% but less than 25%
SARAH FAYE KENNELLY
CHIEF OPERATING OFFICER, Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Louis Paul Thomas Brunning
Financial Planning Assistant
- CRD
- #6778090
Adam Bruce Carter
--
- CRD
- #5268378
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,080,354,640 | $313,510 |
| Non-Discretionary | $39,831,323 | $169,495 |
| Total | $1,120,185,963 | $304,316 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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