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LW

Langston T. Washington

WEALTHPLAN INVESTMENT MANAGEMENT LLC
Urbanna, VA
Some features on this profile are disabled
CRD#: 6375432
LW

Professional summary

Langston Tyrone Washington, who also goes by Langston Tyrone Washington, Langston Tyrone Washington II, Langston Washington, Langston Tyrone Washington Ii, is a registered financial advisor currently at WEALTHPLAN INVESTMENT MANAGEMENT LLC located in Urbanna, Virginia.

Langston is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Langston has worked at 14 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Langston Tyrone Washington | Langston Tyrone Washington Ii | Langston Washington | Langston Tyrone Washington Ii

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 Langston Tyrone Washington'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 10, 2026 - Present

WEALTHPLAN INVESTMENT MANAGEMENT LLC

RIA
CRD#: 311364
Urbanna, VA
Past

August 15, 2025 - February 9, 2026

OSAIC WEALTH, INC.

BD
CRD#: 23131
URBANNA, VA
Past

June 26, 2025 - February 5, 2026

WEALTHPLAN PARTNERS

RIA
CRD#: 305026
Omaha, NE
Past

January 17, 2023 - May 27, 2025

ORION PORTFOLIO SOLUTIONS, LLC

RIA
CRD#: 107975
OMAHA, NE
Past

August 26, 2022 - January 6, 2023

ORION PORTFOLIO SOLUTIONS, LLC

RIA
CRD#: 125446
OMAHA, NE
Past

August 26, 2022 - May 27, 2025

BRINKER CAPITAL SECURITIES, LLC

BD
CRD#: 38123
BERWYN, PA
Past

February 11, 2022 - September 1, 2022

FSA WEALTH PARTNERS

RIA
CRD#: 104513
ROCKVILLE, MD
Past

July 21, 2021 - January 7, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
URBANNA, VA
Past

June 8, 2021 - December 20, 2021

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
COVINGTON, KY
Past

April 1, 2021 - June 28, 2021

GROVE POINT ADVISORS, LLC

RIA
CRD#: 313171
ROCKVILLE, MD
Past

March 1, 2021 - April 1, 2021

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
Rockville, MD
Past

March 1, 2021 - April 23, 2021

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
Rockville, MD
Past

January 24, 2019 - May 10, 2019

UNITED BROKERAGE SERVICES, INC

RIA
CRD#: 39062
McLean, VA
Past

January 24, 2019 - May 10, 2019

UNITED BROKERAGE SERVICES, INC

BD
CRD#: 39062
McLean, VA
Past

August 7, 2017 - January 9, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
WASHINGTON, DC
Past

August 2, 2017 - January 9, 2019

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
WASHINGTON, DC
Past

January 27, 2017 - August 2, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
RICHMOND, VA
Past

November 10, 2015 - August 2, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
RICHMOND, VA

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".
WI
WEALTHPLAN INVESTMENT MANAGEMENT LLC
FELTZ WEALTHPLAN | WEALTHPLAN PARTNERS - THE COBLE & MCCUNE TEAM | WEALTHPLAN INVESTMENT MANAGEMENT LLC | WEALTHPLAN GROUP PACIFIC NORTHWEST | WEALTHPLAN GROUP COBLE MCCUNE TEAM | WEALTHPLAN GROUP | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | OGARD PRIVATE WEALTH, LLC

CRD#: 311364 / SEC#: 801-120004

RIA
Registered Investment Advisory firm - (12/18/2020 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
(2/10/2026)
IAR
Virginia
(2/17/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/27/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/10/2015
General Securities Representative Examination

Current Firm

WI
WEALTHPLAN INVESTMENT MANAGEMENT LLC
FELTZ WEALTHPLAN | WEALTHPLAN PARTNERS - THE COBLE & MCCUNE TEAM | WEALTHPLAN INVESTMENT MANAGEMENT LLC | WEALTHPLAN GROUP PACIFIC NORTHWEST | WEALTHPLAN GROUP COBLE MCCUNE TEAM | WEALTHPLAN GROUP | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | OGARD PRIVATE WEALTH, LLC

CRD#: 311364 / SEC#: 801-120004

RIA
Registered Investment Advisory firm - (12/18/2020 Approved)
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Contact information

Main Address
101 S 108th Ave 3rd Floor, Omaha, NE 68154
Mailing Address
Phone number
(402) 691-0200
Established
Firm type
Fiscal year end
# of Employees
34

SEC notice filing (33 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

FORM ADV PART 2A: FIRM BROCHURE (1/5/2026)

Regulatory assets under management

Total Number of Accounts5,313
AUM (Assets Under Management)$ 2,185,239,312

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 INVESTMENT MANAGEMENT LLC

CRD#: 311364Urbanna, VA

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