What departments does Feltz WealthPlan have?

Feltz WealthPlan has employees across 5 departments including Sales, Operations, Marketing, Finance, Accounting.

What is the largest department at Feltz WealthPlan?

The largest department at Feltz WealthPlan is Finance with 7 employees.

Where are Feltz WealthPlan employees located globally?

Feltz WealthPlan has employees across 1 continents and 2 countries including United States Of America, Canada.

How has Feltz WealthPlan's team size changed over time?

Feltz WealthPlan's team has grown from approximately 24 to 25 employees based on available data.

Feltz WealthPlan Employee Directory

Q: Who are Feltz WealthPlan's key employees and leadership?

Feltz WealthPlan's key employees include: President & Ceo: T. F., Vice President And Principal Wealth Advisor: D. P. F., President: P. S., President And Chief Executive Officer: P. B., President: T. F..

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.

Feltz WealthPlan Global Highlights

North America
63

United States Of America
62
Canada
1

Feltz WealthPlan's Leadership

D. P. F.
Vice President And Principal Wealth Advisor
Mobile Phone
Email
T. F.
President & Ceo
Mobile Phone
Email
P. S.
President
Mobile Phone
Email
P. B.
President And Chief Executive Officer
Mobile Phone
Email
T. F.
President
Mobile Phone
Email
E. K. C.
Director Of Client Services
Mobile Phone
Email
A. G.
Regional Sales Director
Mobile Phone
Email
K. B.
Operations Manager
Mobile Phone
Email

Feltz WealthPlan Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Sales
Business
Accounting
Other

Contact profiles from Feltz WealthPlan

Name

Title

Contact Info

Location

Last Update

B. C.
Client Relations Associate
Mobile Phone
Email
Aug 20, 2025
S. R.
Client Service Associate
Mobile Phone
Email
United StatesNebraska
Oct 22, 2024
S. B.
Financial Assistant
Mobile Phone
Email
United StatesNebraska
May 01, 2025
S. W.
Financial Assistant
Mobile Phone
Email
Oct 22, 2024
S. B.
Accounting Specialist
Mobile Phone
Email
United StatesNebraska
Apr 25, 2025
D. K.
Registered Financial Assistant
Mobile Phone
Email
United StatesNebraska
Jan 20, 2026
C. N.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
D. F.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
D. P. F.
Vice President And Principal Wealth Advisor
Mobile Phone
Email
UNITED STATES
May 13, 2025
E. N.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Feltz WealthPlan known for?

Feltz WealthPlan was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 101 South 108th Avenue Second Floor Omaha, Nebraska 68154 United States; you can contact the main corporate office by phone at

+1-402-691-****

. Explore Feltz WealthPlan's company overview page for more information.

What is Feltz WealthPlan's most common email format?

Feltz WealthPlan employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Feltz WealthPlan email formats with LeadIQ.

How many employees does Feltz WealthPlan have currently?

Feltz WealthPlan has approximately 30 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Feltz WealthPlan's key employees and leadership?

As of June 2026, Feltz WealthPlan's key employees include:

Vice President And Principal Wealth Advisor: D. P. F.
President & Ceo: T. F.
President: P. S.
President And Chief Executive Officer: P. B.
President: T. F.

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Feltz WealthPlan Employee Directory

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