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TS

Tad A. Singer

WEALTHPLAN PARTNERS
Omaha, NE 68154
Some features on this profile are disabled
CRD#: 2802529
TS

Professional summary

Tad Allen Singer, who also goes by Bif Singer, is a registered financial advisor currently at WEALTHPLAN PARTNERS located in Omaha, Nebraska.

Tad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Tad has worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bif Singer

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 Tad Allen Singer'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 13, 2020 - Present

WEALTHPLAN PARTNERS

Office #1: 101 South 108th Avenue, Omaha, NE 68154
RIA
CRD#: 305026
Omaha, NE
Past

September 18, 2017 - February 11, 2020

ALLEN CAPITAL GROUP, LLC

RIA
CRD#: 135879
Omaha, NE
Past

July 29, 2016 - September 18, 2017

D.A. DAVIDSON & CO.

RIA
CRD#: 199
OMAHA, NE
Past

July 25, 2016 - September 18, 2017

D.A. DAVIDSON & CO.

BD
CRD#: 199
OMAHA, NE
Past

September 19, 2014 - July 28, 2016

SMITH HAYES ADVISERS INC

RIA
CRD#: 110776
OMAHA, NE
Past

September 18, 2014 - July 25, 2016

SMITH HAYES FINANCIAL SERVICES CORPORATION

BD
CRD#: 17059
OMAHA, NE
Past

July 1, 2011 - September 17, 2014

CWM, LLC

RIA
CRD#: 155344
OMAHA, NE
Past

August 17, 1998 - August 1, 2011

LPL FINANCIAL LLC

RIA
CRD#: 6413
OMAHA, NE
Past

July 23, 1998 - October 1, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
OMAHA, NE
Past

November 20, 1996 - July 23, 1998

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 20, 1996 - July 23, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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.

Highlighted states indicate IAR registrations

IAR
Nebraska
(2/14/2020)
IAR
Texas
(2/13/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 9/24/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/18/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/19/1996
General Securities Representative Examination

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#: 305026Omaha, NE 68154

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