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AW

Aaron T. Winters

WEALTHPLAN PARTNERS
Omaha, NE 68154
Some features on this profile are disabled
CRD#: 5023030
AW

Professional summary

Aaron Timothy Winters, CFP® is a registered financial advisor currently at WEALTHPLAN PARTNERS located in Omaha, Nebraska and OSAIC WEALTH, INC. located in Omaha, Nebraska.

Aaron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Aaron has worked at 11 firms and has passed the Series 66, Series 52TO, SIE, Series 55, Series 7, Series 53, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Aaron Timothy Winters'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®
CFP®

Certified Financial Planner

Experience

Current

November 26, 2025 - Present

WEALTHPLAN PARTNERS

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

November 20, 2025 - Present

OSAIC WEALTH, INC.

Office #1: 101 S 108th Ave Ste 2, Omaha, NE 68154
RIA
BD
CRD#: 23131
OMAHA, NE
Past

June 14, 2024 - April 2, 2025

OSAIC WEALTH, INC.

RIA
CRD#: 23131
SCOTTSDALE, AZ
Past

June 14, 2024 - April 2, 2025

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

July 13, 2017 - June 14, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
La Vista, NE
Past

July 13, 2017 - June 14, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
Omaha, NE
Past

June 18, 2015 - July 13, 2017

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
OMAHA, NE
Past

June 17, 2015 - July 13, 2017

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
OMAHA, NE
Past

March 11, 2014 - June 18, 2015

FIRST NATIONAL CAPITAL MARKETS

RIA
CRD#: 115920
OMAHA, NE
Past

March 11, 2014 - June 18, 2015

FIRST NATIONAL CAPITAL MARKETS

BD
CRD#: 115920
OMAHA, NE
Past

September 23, 2013 - March 31, 2014

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
OMAHA, NE
Past

September 10, 2013 - March 31, 2014

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
OMAHA, NE
Past

November 21, 2012 - August 13, 2013

ARBOR POINT ADVISORS

RIA
CRD#: 165127
LAVISTA, NE
Past

October 10, 2008 - August 13, 2013

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
LA VISTA, NE
Past

April 21, 2008 - August 13, 2013

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

April 22, 2006 - March 22, 2007

TD AMERITRADE, INC.

BD
CRD#: 7870
BELLEVUE, NE
Past

September 9, 2005 - April 22, 2006

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
BELLEVUE, NE

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
Nebraska
(11/20/2025)
IAR
Nebraska
(11/26/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/3/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 12/4/2009
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 9/8/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 8/13/2009
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 4/24/2009
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/6/2009
General Securities Principal 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#: 305026Omaha, NE 68154

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