GT
Garth J. Terlizzi
WEALTHPLAN PARTNERS
Omaha, NE 68154
Some features on this profile are disabled
CRD#: 1014719
GT
Professional summary
Garth Jonathan Terlizzi SR, who also goes by Garth Jonathan Terlizzi, Garth Terlizzi, is a registered financial advisor currently at WEALTHPLAN PARTNERS located in Omaha, Nebraska and OSAIC WEALTH, INC. located in Lawrence, Kansas.
Garth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Garth has worked at 7 firms and has passed the Series 63, SIE, Series 31, Series 15, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Garth Jonathan Terlizzi | Garth Terlizzi
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
***GET FINANCIAL SERVICES, INC. POSITION: Owner NATURE: This is operating entity for my investment business that pays all my expenses for the operation of my business. I do not use this as a DBA or operate this entity to the public. I solely use Securities America as my broker dealer while being affiliated with Wealthplan Partners in Omaha as my OSJ and RIA. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/30/1980 ADDRESS: 4500 Bob Billings Parkway, Unit 309, Lawrence KS 66049 DESCRIPTION: A description of the business is above under #1. This does not involve any solicitation through this entity. It is just a private entity that receives income from my commissions and pays the expenses of my business. I operate as a sole proprietorship as a Securities America representative to the public. This business has no activity with the public and does not solicit or perform and functions other than operating as a professional corporation for my personal activities. There are no public disclosures that this business operates to the general public. I do not business with insurance or any other services to the general public. ***WEALTHPLAN PARTNERS POSITION: Investment Advisor NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 04/01/2020 ADDRESS: 4500 Bob Billings Parkway, Unit 309, Lawrence KS 66049 DESCRIPTION: Advisory ***PAPA NANA, LLC POSITION: Owner/Partner with wife NATURE: Own an office in my condominium building that we rent out through an LLC owned by me and my wife INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2007 ADDRESS: 4500 Bob Billings Parkway, Unit 309, Lawrence KS 66049 DESCRIPTION: I own this office on the first floor of my building where I live and rent it to my Sub-S Corp. ***GET PROPERTIES, LLC POSITION: Owner NATURE: Rental Properties INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/14/1995 ADDRESS: 4500 BOB BILLINGS PKWY UNIT 309, LAWRENCE KS 66049 DESCRIPTION: Rental of building owned by my wife and me
CRS (Client Relationship Summary) - RIA
Click below to view Garth Jonathan Terlizzi SR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 23, 2020 - Present
WEALTHPLAN PARTNERS
Office #1: 101 South 108th Avenue, Omaha, NE 68154RIA
CRD#: 305026
Omaha, NE
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 4500 Bob Billings Parkway Unit 115, Lawrence, KS 66049RIA
BD
CRD#: 23131
LAWRENCE, KS
Past
April 12, 2019 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAWRENCE, KS
Past
April 9, 2019 - July 10, 2020
WEALTHPLAN PARTNERS
RIA
CRD#: 158935
Lawrence, KS
Past
July 12, 1990 - May 7, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
LAWRENCE, KS
Past
September 12, 1986 - May 7, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
LAWRENCE, KS
Past
May 29, 1984 - October 8, 1986
MORGAN STANLEY DW INC.
BD
CRD#: 7556
Past
March 9, 1984 - May 25, 1984
DAIN RAUSCHER INCORPORATED
BD
CRD#: 7600
Past
November 17, 1981 - March 21, 1984
MORGAN STANLEY DW INC.
BD
CRD#: 7556
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WP
WEALTHPLAN PARTNERS
COBLE MCCUNE WEALTH MANAGEMENT | WPP HOLDINGS, LLC | WELCH FINANCIAL PLANNING, LLC | WEALTHPLAN PARTNERS, LLC | WEALTHPLAN PARTNERS | WEALTH PLAN ADVANTAGE | WAYPOINT ADVISORS | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | PREFERRED CLIENT GROUP | MORAVEC FINANCIAL ADVISORS, INC. | MASINMISKO | KECHELY WEALTH MANAGEMENT | INDEPENDENT INVESTMENT SERVICES | HAMILTON WEALTH MANAGEMENT | FIT WEALTH ADVISORS | FELTZ WEALTHPLAN
CRD#: 305026 / SEC#: 801-117955
RIA
Registered Investment Advisory firm - (11/25/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/14/2024)
RR
California(6/14/2024)
RR
Florida(6/14/2024)
RR
Kansas(6/14/2024)
RR
Michigan(7/7/2025)
IAR
Nebraska(1/23/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 5/13/1985
Foreign Currency Options ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
WP
WEALTHPLAN PARTNERS
COBLE MCCUNE WEALTH MANAGEMENT | WPP HOLDINGS, LLC | WELCH FINANCIAL PLANNING, LLC | WEALTHPLAN PARTNERS, LLC | WEALTHPLAN PARTNERS | WEALTH PLAN ADVANTAGE | WAYPOINT ADVISORS | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | PREFERRED CLIENT GROUP | MORAVEC FINANCIAL ADVISORS, INC. | MASINMISKO | KECHELY WEALTH MANAGEMENT | INDEPENDENT INVESTMENT SERVICES | HAMILTON WEALTH MANAGEMENT | FIT WEALTH ADVISORS | FELTZ WEALTHPLAN
CRD#: 305026 / SEC#: 801-117955
RIA
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Contact information
Main Address
101 South 108th Avenue, Omaha, NE 68154
Mailing Address
Phone number
(402) 691-0200
Established
Firm type
Fiscal year end
# of Employees
58
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,895 |
| AUM (Assets Under Management) | $ 1,271,554,814 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTHPLAN PARTNERS
CRD#: 305026Omaha, NE 68154TRUST BUT VERIFY
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