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JM

Joseph B. Mcclellan

WEALTHPLAN PARTNERS
Bayonne, NJ 07002
Some features on this profile are disabled
CRD#: 2403907
JM

Professional summary

Joseph Bradford Mcclellan, who also goes by Brad Mcclellan, is a registered financial advisor currently at WEALTHPLAN PARTNERS located in Bayonne, New Jersey and OSAIC WEALTH, INC. located in Bayonne, New Jersey.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Joseph has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brad Mcclellan

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Bradford Mcclellan's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 18, 2020 - Present

WEALTHPLAN PARTNERS

Office #1: 140-a Lefante Way South Cove Commons, Bayonne, NJ 07002
RIA
CRD#: 305026
Bayonne, NJ
Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 140a Lefante Way, Bayonne, NJ 07002
RIA
BD
CRD#: 23131
Bayonne, NJ
Past

December 23, 2016 - June 14, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
Bayonne, NJ
Past

March 6, 2014 - July 10, 2020

WEALTHPLAN PARTNERS

RIA
CRD#: 158935
OMAHA, NE
Past

February 19, 2014 - December 23, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
BAYONNE, NJ
Past

February 1, 2007 - February 28, 2014

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
BAYONNE, NJ
Past

February 1, 2007 - February 28, 2014

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
BAYONNE, NJ
Past

December 1, 2005 - February 9, 2007

LPL FINANCIAL LLC

RIA
CRD#: 6413
CALDWELL, NJ
Past

December 1, 2005 - February 9, 2007

LPL FINANCIAL LLC

BD
CRD#: 6413
CALDWELL, NJ
Past

July 21, 2003 - January 12, 2006

IFMG SECURITIES, INC.

RIA
CRD#: 14416
ELIZABETH, NJ
Past

December 10, 1998 - January 12, 2006

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

October 21, 1998 - November 6, 1998

SUMMIT FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 7246
BETHLEHEM, PA
Past

October 23, 1997 - October 21, 1998

FISERV INVESTOR SERVICES, INC.

BD
CRD#: 34637
HOUSTON, TX
Past

August 4, 1995 - August 29, 1995

PNC CAPITAL MARKETS LLC

BD
CRD#: 15647
PITTSBURGH, PA
Past

January 23, 1995 - October 1, 1997

CONSECO SECURITIES, INC.

BD
CRD#: 29367
CARMEL, IN
Past

October 27, 1993 - December 22, 1994

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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
(2/4/2025)
RR
Colorado
(6/14/2024)
RR
Florida
(6/14/2024)
RR
Georgia
(6/14/2024)
RR
Illinois
(12/9/2024)
RR
Maryland
(6/14/2024)
RR
Minnesota
(1/24/2025)
IAR
New Jersey
(2/18/2020)
RR
New Jersey
(6/14/2024)
RR
New Mexico
(1/23/2025)
RR
New York
(6/14/2024)
RR
North Carolina
(12/6/2024)
RR
Ohio
(12/6/2024)
RR
Pennsylvania
(6/14/2024)
RR
South Carolina
(12/6/2024)
RR
Vermont
(12/6/2024)
RR
Virginia
(12/11/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/15/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/22/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/26/1993
Investment Company Products/Variable Contracts Representative Examination
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
Registered Investment Advisory firm - (11/25/2019 Approved)
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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
56

SEC notice filing (39 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A (2/5/2026)

Regulatory assets under management

Total Number of Accounts3,681
AUM (Assets Under Management)$ 1,120,185,963

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTHPLAN PARTNERS

CRD#: 305026Bayonne, NJ 07002

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