Wendell Charles Wealth Acquires Insurance Planning Corporation

Davenport, Iowa — May 2026 — Wendell Charles Wealth ("WCW"), an LPL Financial-affiliated wealth management firm, today announced the acquisition of Insurance Planning Corporation, the long-standing wealth and insurance practice founded and led by Paul Miller in Maquoketa, Iowa. The transaction transfers approximately 200 investment clients and more than 400 active insurance policies under WCW's care and brings deep continuity for the families and businesses Paul has served across eastern Iowa for nearly five decades.

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 continue serving clients out of the firm's existing Maquoketa office — the same location clients have visited for years. There is no change to the office address, and meetings will continue uninterrupted.

"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 should call the same number and visit the same address.

Expanded resources. Investment clients gain access to WCW's broader financial planning platform through LPL Financial, including comprehensive planning, portfolio management, retirement income strategies, and tax-aware investment solutions.

Continuous insurance coverage. All in-force insurance policies remain in place and will continue to be serviced without interruption.

A formal transition plan. Paul will remain available as a strategic consultant to ensure a thoughtful handoff for every client relationship.

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.

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