RBC Capital Markets
47yrs
Top 1% by experience in Omaha
20yrs
Wade Behlen
Full name on record: Wade Cleve Behlen
Financial advisor at Wealthplan Investment Management
Wade Behlen has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Omaha, Nebraska. Wade has been with Wealthplan Investment Management since 2021; before that, Wade spent seven years at Wealthplan Partners and two years at LPL Financial. Wealthplan Investment Management offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 63% of advisors in Omaha
Office101 S 108th Ave 3rd Floor, Omaha, NE 68154
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$911,529
Advisors at the firm29
States licensed ?1 state
Services through Wealthplan Investment Management
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowWealthplan Investment Management LLCCurrent firm
- 2014 – 2021Wealthplan PartnersPreviously
- Feb 2013 – Oct 2014LPL Financial LLCPreviously
Contact Wade
(402) 691-0200Wealthplan Investment Management main office 101 S 108th Ave 3rd FloorOmaha, NE 68154Office · Get directions Firm websitewww.vizionarywealth.com
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Questions to ask Wade
Tailored to Wade’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Wade
How do I contact Wade?
Call Wealthplan Investment Management at (402) 691-0200 and ask for Wade Behlen. Wade works from the Omaha, NE office.
How long has Wade been a financial advisor?
Wade has been in the industry since 2007, about 20 years. More experience than 63% of advisors in Omaha.
What licenses does Wade hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Wade a fiduciary?
Wade is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wade paid?
Wealthplan Investment Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Wade for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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