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Retirement Team

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Wade Behlen

Wade Behlen, AIFA®

Managing Director, Retirement Plans/Foundation

402.697.7269

Christine Behlen

Christine Behlen

New Business Coordinator

402.250.3702

Emily Codr

Emily Codr, AIF®

Director of Client Services

402.697.5455

Jennifer Wilbeck

Jennifer Wilbeck, CRPSTM

Director of Education

402.697.7261

Ward Behlen

Ward Behlen

Director of Fiduciary Services

402.697.7278

Weston Behlen

Weston Behlen, CRPSTM

Shared Plan Advantage Consultant

402.334.6223

Servicing Retirement Plan Clients

since 1987

$3.8B

in Assets*

Top 401(k) Advisor

Per Financial Times

#53

in **Forbes Top 100 Wealth Manager

34

Advisors Nationwide in 10 Key States

* Assets are total RIA assets from WPIM & WPP
**The 2020 Top RIA Wealth Manager Ranking was based on size and growth criteria. Firms were identified and ranked using proprietary quantitative and qualitative methodologies.

Financial Advisors offer services through WealthPlan Investment Management. Please consult with your tax advisor concerning your specific situation. WealthPlan Group is a full-service wealth planning firm made up of WealthPlan Partners and WealthPlan investment Management, specializing in retirement planning and retirement plan consulting. As your partner, we will assist you with any wealth planning needs you may have.

For more information about our retirement plan and foundation services, please contact us. We welcome the opportunity to speak with you.

retirementplans@wealthplan.group | 888.397.4015