AP
Alyse Pflanz
WEALTHPLAN INVESTMENT MANAGEMENT LLC
Kearney, NE 68847
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CRD#: 7839034
AP
Professional summary
Alyse Pflanz is a registered financial advisor currently at WEALTHPLAN INVESTMENT MANAGEMENT LLC located in Kearney, Nebraska.
Alyse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Alyse has worked at 1 firm and has passed the Series 65 exam.
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.
University of Nebraska - Kearney; Professor of Business, Director of the Center for Economic Education; Not Investment Related; 1917 W 24th Street, Kearney, NE; 08/2018; 32 hours per week duriing trading hours; Teach classes for UNK online and advise students.
CRS (Client Relationship Summary) - RIA
Click below to view Alyse Pflanz's 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®
NoneExperience
Current
July 15, 2025 - Present
WEALTHPLAN INVESTMENT MANAGEMENT LLC
Office #1: 109 E 52nd Street, Kearney, NE 68847RIA
CRD#: 311364
Kearney, 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".
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(7/15/2025)
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)Upgrade to AdvisorCheck Premium
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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
40
SEC notice filing (33 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,957 |
| AUM (Assets Under Management) | $ 1,574,375,590 |
Red Flags
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