Langston T. Washington

WEALTHPLAN PARTNERS

Omaha, NE 68164

Some features on this profile are disabled

CRD#: 6375432

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 PARTNERS located in Omaha, Nebraska and OSAIC WEALTH, INC. located in Urbanna, Virginia.

Langston is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Langston has worked at 13 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.

01-2019 - Present, Tidewater Capital, LLC located at 10585 Tidewater Trail, Urbanna, Virginia 23175. Not investment-related. Tidewater Capital is a property management company owning investment property. Devote up to 10-hours a month to the operations of this business.

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

June 26, 2025 - Present

WEALTHPLAN PARTNERS

Office #1: 101 S 108th Ave., Omaha, NE 68164

RIA

CRD#: 305026

Omaha, NE

Current

August 15, 2025 - Present

OSAIC WEALTH, INC.

RIA

CRD#: 23131

URBANNA, VA

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

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

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

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

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

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

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".

WEALTHPLAN PARTNERS

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.

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

IAR

Nebraska
(6/26/2025)

IAR

Virginia
(9/15/2025)

Virginia
(10/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/27/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/10/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

WEALTHPLAN PARTNERS

CRD#: 305026 / SEC#: 801-117955

RIA

Registered Investment Advisory firm - (11/25/2019 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (8/28/2025)

Regulatory assets under management

Total Number of Accounts	5,895
AUM (Assets Under Management)	$ 1,271,554,814

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.

Similar Advisors

Byron Smith

OSAIC WEALTH, INC.

IAR

OMAHA, NE

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Langston T. Washington

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Langston Tyrone Washington's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

BRINKER CAPITAL SECURITIES, LLC

FSA WEALTH PARTNERS

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

GROVE POINT ADVISORS, LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

UNITED BROKERAGE SERVICES, INC

UNITED BROKERAGE SERVICES, INC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

WEALTHPLAN PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/27/2017

SIE

Date: 10/1/2018

Series 7

Date: 11/10/2015

FINRA

Current Firm

WEALTHPLAN PARTNERS

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHPLAN PARTNERS

TRUST BUT VERIFY

Similar Advisors