Feltz WealthPlan

Financial ServicesNebraska, United States11-50 Employees

Feltz WealthPLAN operates in the financial services sector, providing comprehensive, customized financial planning and ongoing advisory support. The firm frequently collaborates with a network of estate planning, tax, and insurance professionals to address a client’s broader needs.

Serving clients whose goals evolve through life stages—accumulation, preservation, and distribution—the firm aims to guide them with a structured plan. Based in Omaha, Nebraska, Feltz WealthPLAN has three decades of experience and operates as a small to mid-sized practice. Securities are offered through Securities America, Inc., while advisory services are provided by Feltz WealthPLAN, a DBA of WealthPLAN Partners; the company states it is not affiliated with Securities America.

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