Wendell Charles Wealth Purchases Insurance Planning Corporation Practice

Davenport, Iowa — May 2026 — Wendell Charles Wealth ("WCW"), an LPL Financial-affiliated wealth management firm, purchased the Insurance Planning Corporation practice¹ founded and led by Paul Miller in Maquoketa, Iowa. Before the purchase, the practice served approximately 200 investment clients and serviced more than 400 active insurance policies. WCW plans to maintain a local presence for clients who choose to work with the firm.

Paul Miller built Insurance Planning Corporation over a 47-year career as a trusted advisor to clients throughout the Quad Cities and Jackson County. His daughter, Sara Kuhlman, who has led operations for the practice for the past 10 years, will join WCW and remain available to clients who choose to work with the firm at its Maquoketa office. The office address will remain the same.

"Paul has spent 47 years putting his clients first, and that's not a legacy you take on lightly," said Evan Kirkpatrick, Founder and CEO of Wendell Charles Ventures. "We have enormous respect for what he has built and for the relationships he has cultivated across this community. Our entire focus is making sure his clients feel the same care, the same accessibility, and the same standard of advice they've always known — just with additional resources behind it."

Josh Youngblood, CFP®, who will be the lead advisor on transitioned investment relationships, echoed that sentiment. "Paul is the kind of advisor every one of us in this profession aspires to be — patient, principled, and genuinely invested in his clients' lives. It is an honor to carry that work forward. Our commitment to his clients is straightforward: same trusted faces locally, expanded planning and investment capabilities behind them."

Effective with the transition, Paul Miller will formally retire from day-to-day client service but will remain engaged with WCW in a strategic consulting capacity, advising the firm on client transitions, planning matters, and select strategic initiatives.

What Clients Can Expect

Same office, same team locally. Sara Kuhlman continues in her operations role at the Maquoketa office. Clients who choose to work with WCW can call the same number and visit the same address.

Expanded resources. Investment clients who choose to work with WCW can access its broader financial planning platform through LPL Financial, including comprehensive planning, portfolio management, retirement income strategies, and tax-aware investment solutions.

Continuous insurance coverage. Existing in-force insurance policies remain in place.

A formal transition plan. Paul will remain available as a strategic consultant to support client relationships that transition to WCW.

About Wendell Charles Wealth

Founded in 2011, Wendell Charles Wealth is a financial planning-centric, LPL Financial-affiliated wealth management firm serving clients in more than 25 states. The firm oversees more than 2,500 client accounts and, together with its sister company Wendell Charles Insurance, has more than 1,000 insurance policies in force. WCW operates offices in Davenport, Iowa, Maquoketa, Iowa, and in Manhattan Beach, California.

For more information, visit wendellcharles.com.

1. Client choice. The purchase does not require clients to remain with their current advisor or transition to an advisor associated with WCW. Clients may select the advisor and financial services provider of their choice.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Wendell Charles Wealth and LPL Financial are separate entities.