WE

WealthPlan Investment Management, LLC

  • CIK: 0001929986
  • EIN: 85-4122522
  • Business address: 101 S 108TH AVE, 3RD FLOOR, OMAHA, Nebraska, 68154

Information

  • Mailing address
    101 S 108TH AVE, 3RD FLOOR, OMAHA, Nebraska, 68154
  • Phone
    4026910200
  • State location
    Nebraska
  • State of incorporation
    Nebraska
  • Fiscal year end
    December 31
  • SIC
    N/A
  • Filings
    N/A

About WealthPlan Investment Management, LLC

WealthPlan Investment Management, LLC (CIK: 0001929986) is an American company incorporated in the state of Nebraska. Head office is located at 101 S 108TH AVE, 3RD FLOOR, OMAHA, Nebraska, 68154. Work in the industry N/A. WealthPlan Investment Management, LLC is a public company and trade via Over-The-Counter (OTC).

Ownership

Updating!

Stock Chart

Coming soon!

Jobs

Coming soon!

Recent SEC Filings

Includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by WealthPlan Investment Management, LLC

Filings Format Description Filed/Effective File/Film Number
13F-HR Document

Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0001929986-24-000001 (34 Act) Size: 101 KB		 Jan-05-2024

028-22654

24515593
13F-HR/A Document

Amendment to Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0001929986-23-000005 (34 Act) Size: 90 KB		 Nov-15-2023

028-22654

231409487
13F-HR Document

Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0001929986-23-000003 (34 Act) Size: 210 KB		 Nov-09-2023

028-22654

231391576
13F-HR/A Document

Amendment to Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0001580642-23-004232 (34 Act) Size: 336 KB		 Aug-14-2023

028-22654

231167836
13F-HR Document

Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0001580642-23-003783 (34 Act) Size: 335 KB		 Jul-25-2023

028-22654

231108819
13F-HR Document

Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0001580642-23-002620 (34 Act) Size: 399 KB		 May-08-2023

028-22654

23898221
13F-HR Document

Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0001580642-23-000897 (34 Act) Size: 233 KB		 Feb-15-2023

028-22654

23634732
13F-HR Document

Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0001580642-22-006215 (34 Act) Size: 223 KB		 Dec-12-2022

028-22654

221456393
13F-HR Document

Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0001580642-22-004563 (34 Act) Size: 230 KB		 Sep-07-2022

028-22654

221232000

Recent 20 filings. View all WealthPlan Investment Management, LLC filings

Reviews

Overall rating 5.0

Aug 22, 2022

Ryan Storey

Huge help thank you for your help .. y'all make it so much easier

Aug 22, 2022

Samuel Ejimofor

It's being easier working on the website. And I recommend, it's a great website

Aug 22, 2022

Pelisari

young lad who new his job ansered questions and new what was best for me.

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Disclaimer: The information on the Service is provided with the understanding that the Company is not herein engaged in rendering legal, accounting, tax, or other professional advice and services. As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers.

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