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Chief Operating Officer · Wealthplan Investment Management LLC

Sarah F. Kennelly

CRD 5321533 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Wealthplan Investment Management LLC, an SEC-registered wealth manager based in Omaha, NE with $2.2 billion in regulatory assets, lists Sarah F. Kennelly on its Form ADV as Chief Operating Officer, a control person. The SEC filings also name Sarah at 1 other registered adviser.

Firms and roles

AtlasMembers

Sarah’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Brent T. OmaraManaging Member & Chief Revenue Officer, Wealthplan Investment Management LLC
  • Wade C. BehlenManaging Member & Executive Vice President Retirement Plans, Wealthplan Investment Management LLC
  • Michael P. BrewerChief Executive Officer, Wealthplan Investment Management LLC
  • Christopher M. SheaChief Investment Officer, Wealthplan Investment Management LLC
  • Mark T. LasswellChief Compliance Officer, Wealthplan Investment Management LLC

1 more person named with Sarah on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sarah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.