Unclaimed Profile

Todd Arthur Feltz

WEALTHPLAN INVESTMENT MANAGEMENT LLC·OMAHA, Nebraska

SIE, Series 6, Series 7, Series 24, Series 31, Series 63, Series 65CFP31 years registeredWEALTHPLAN INVESTMENT MANAGEMENT LLC

101 S 108TH AVE, OMAHA, NE 68154CRD# 1030101Firm CRD# 311364

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Todd Arthur Feltz · OMAHA, NE

Registration

CRD #1030101 · WEALTHPLAN INVESTMENT MANAGEMENT LLC · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHPLAN INVESTMENT MANAGEMENT LLC

WEALTHPLAN INVESTMENT MANAGEMENT LLC

Jan 2021 – Apr 2025

OMAHA, NE

WEALTHPLAN PARTNERS

Jan 2020 – Oct 2021

OMAHA, NE

WEALTHPLAN PARTNERS

Dec 2011 – Jul 2020

OMAHA, NE

LPL FINANCIAL LLC

Apr 1995 – Jan 2012

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · April 27, 1995

Years registered · 31

Professional designation · CFP

Disclosure History

2002Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

WEALTHPLAN INVESTMENT MANAGEMENT LLC

CRD 311364 · SEC 801-120004

AUM

$989M

Regulatory assets under management

Employees

2,114 client accounts

Services offered by WEALTHPLAN INVESTMENT MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WEALTHPLAN INVESTMENT MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Todd Arthur Feltz offer?

Todd Arthur Feltz specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Todd Arthur Feltz's credentials?

Todd Arthur Feltz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Todd Arthur Feltz located?

Todd Arthur Feltz is based in OMAHA, Nebraska, last registered with WEALTHPLAN INVESTMENT MANAGEMENT LLC.

How does Todd Arthur Feltz charge for services?

Todd Arthur 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 INVESTMENT MANAGEMENT LLC?

WEALTHPLAN INVESTMENT MANAGEMENT LLC has approximately 29 employees and manages $989M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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