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Daniel Paul Feltz

WEALTHPLAN PARTNERS, INC.·OMAHA, Nebraska
SIE, Series 6, Series 7, Series 24, Series 31, Series 63, Series 65CFPClean record30 years registeredWEALTHPLAN PARTNERS, INC.
101 SOUTH 108TH AVENUE, OMAHA, NE 68154CRD# 2138413Firm CRD# 158935

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Paul Feltz · OMAHA, NE
Registration
CRD #2138413 · WEALTHPLAN PARTNERS, INC. · 30 years registered
Brand Profile
Not yet started
01

Career History

WEALTHPLAN PARTNERS
Jan 2020 – present
WEALTHPLAN PARTNERS
Dec 2011 – Jul 2020
OMAHA, NE
LPL FINANCIAL LLC
Mar 1996 – Jan 2012
OMAHA, NE
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 31
Series 63
Series 65
Registration record
First registered · March 13, 1996
Years registered · 30
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTHPLAN PARTNERS, INC.
CRD 158935 · SEC 801-72705
AUM
$2.0B
Regulatory assets under management
Employees
84
7,511 client accounts
Services offered by WEALTHPLAN PARTNERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEALTHPLAN PARTNERS, INC. →
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Frequently Asked Questions

What services does Daniel Paul Feltz offer?
Daniel Paul Feltz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.
What are Daniel Paul Feltz's credentials?
Daniel Paul Feltz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Daniel Paul Feltz located?
Daniel Paul Feltz is based in OMAHA, Nebraska, working with WEALTHPLAN PARTNERS, INC.. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Daniel Paul Feltz charge for services?
Daniel Paul Feltz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHPLAN PARTNERS, INC.?
WEALTHPLAN PARTNERS, INC. has approximately 84 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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