Sarah Faye Kennelly
Chief Operating OfficerWealthplan Investment Management LLCCRD 5321533
About Sarah Faye Kennelly
Sarah Faye Kennelly is listed as Chief Operating Officer at Wealthplan Investment Management LLC in Omaha, NE. Form ADV reports a beneficial ownership band of Under 5%. Sarah Faye Kennelly is associated with 2 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 Sarah Faye Kennelly work?
Sarah Faye Kennelly is listed as Chief Operating Officer at Wealthplan Investment Management LLC on SEC Form ADV.
How much of Wealthplan Investment Management LLC does Sarah Faye Kennelly own?
Form ADV reports a beneficial ownership band of Under 5%.
Wealthplan Investment Management LLC
| Title | Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Wealthplan Partners, LLC
| Title | Chief Operations Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |