Michael Patrick Brewer
Chief Executive OfficerWealthplan Investment Management LLCCRD 5546428
About Michael Patrick Brewer
Michael Patrick Brewer is listed as Chief Executive Officer at Wealthplan Investment Management LLC in Omaha, NE. Form ADV reports a beneficial ownership band of Under 5%. Michael Patrick Brewer is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of Wealthplan Investment Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Michael Patrick Brewer work?
Michael Patrick Brewer is listed as Chief Executive Officer at Wealthplan Investment Management LLC on SEC Form ADV.
How much of Wealthplan Investment Management LLC does Michael Patrick Brewer own?
Form ADV reports a beneficial ownership band of Under 5%.
Wealthplan Investment Management LLC
| Title | Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Wealthplan Partners, LLC
| Title | Chief Executive Officer |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2024 |
Wealthplan Investment Management LLC
| Title | General Partner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2021 |
Wealthplan Partners, LLC
| Title | Partner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2024 |