Company Name:
WEALTHPLAN ADVISORS, LLC
Address:
SUITE 201, 8777 N GAINEY CENTER DRIVE, SCOTTSDALE AZ 85258
CRD Number:
150573
SEC Number:
801-76650
Financial Regulator:
SEC/ FINRA
Website:
http://www.wealthplanadvisor.com
Registration started
Ended
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
CDR: 1507932
SCOTT SCHLAPPI
started on 2009-07-27
CDR: 4211376
ANGELA MIRRIONE
ANGELA MARIE MAULORICO ANGELA M MIRRIONE ANGIE M MIRRIONE
started on 2011-11-22
CDR: 1291725
Roger Idel
started on 2011-01-13
CDR: 1346665
RICK HORTON
RICKIE HORTON
started on 2011-01-13
CDR: 1291725
Roger Idel
ended on 2013-06-10
CDR: 5134785
ANNA DUARTE
started on 2014-08-21
CDR: 1421851
CATHARINE FITCH
Catharine Bienvenu CATHARINE B EDMONDS CATHARINE BIENENU EDMONDS CATHARINE BIENVENU EDMONDS CATHARINE BIENVENUE EDMONDS CATHARINE EDMONDS CATHY EDMONDS CATHARINE FITCH Catharine Bienvenu Fitch
started on 2014-08-01
CDR: 4583930
CAMRYN HOLT
CAMRYN DANIELLE CLANTON
started on 2015-12-09
CDR: 4587909
SALLY JOHNSON
started on 2015-06-17
CDR: 5017290
Francis Surdakowski
PAUL SURDAKOWSKI Francis Paul Surdakowski
started on 2015-09-25
CDR: 6494700
ETHAN COOPER
ETHAN COOPER
started on 2015-11-27
CDR: 3142943
LORRAINE DOWNING
LORRAINE MARIE ESLER LORRAINE MARIE SMITH
started on 2016-11-30
CDR: 4782129
KENTON FAGEN
HEATH FAGEN
started on 2016-11-30
CDR: 4211376
ANGELA MIRRIONE
ANGELA MARIE MAULORICO ANGELA M MIRRIONE ANGIE M MIRRIONE
ended on 2016-01-28
CDR: 5017290
Francis Surdakowski
PAUL SURDAKOWSKI Francis Paul Surdakowski
ended on 2017-06-06
CDR: 5134785
ANNA DUARTE
ended on 2019-01-23
CDR: 4587909
SALLY JOHNSON
ended on 2019-01-23
CDR: 6851828
MATTHEW WILLETT
MATTHEW WILLETT
started on 2020-09-16
CDR: 7299836
Nathan Anderson
started on 2020-12-17
CDR: 6792971
Sonya Spagnola
started on 2020-09-16



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