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Todd A. Feltz

Some features on this profile are disabled
CRD#: 1030101
TF

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Todd Arthur Feltz, CFP®, who also goes by Todd Feltz, was a registered financial professional .

Todd is a previously registered financial professional and started their career in finance in 1982. Todd had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Todd Feltz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1994

Experience

Past

January 4, 2021 - April 4, 2025

WEALTHPLAN INVESTMENT MANAGEMENT LLC

RIA
CRD#: 311364
OMAHA, NE
Past

January 15, 2020 - October 12, 2021

WEALTHPLAN PARTNERS

RIA
CRD#: 305026
OMAHA, NE
Past

November 2, 2016 - December 31, 2020

SECURITIES AMERICA, INC.

BD
CRD#: 10205
OMAHA, NE
Past

December 13, 2011 - July 10, 2020

WEALTHPLAN PARTNERS

RIA
CRD#: 158935
OMAHA, NE
Past

April 27, 1995 - January 12, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
OMAHA, NE
Past

May 30, 1989 - November 3, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
OMAHA, NE
Past

February 14, 1986 - June 13, 1989

ARM SECURITIES CORPORATION

BD
CRD#: 932
Past

February 25, 1982 - February 3, 1986

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WI
WEALTHPLAN INVESTMENT MANAGEMENT LLC
FELTZ WEALTHPLAN | WEALTHPLAN PARTNERS - THE COBLE & MCCUNE TEAM | WEALTHPLAN INVESTMENT MANAGEMENT LLC | WEALTHPLAN GROUP PACIFIC NORTHWEST | WEALTHPLAN GROUP COBLE MCCUNE TEAM | WEALTHPLAN GROUP | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | OGARD PRIVATE WEALTH, LLC

CRD#: 311364 / SEC#: 801-120004

RIA
Registered Investment Advisory firm - (12/18/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 3/29/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/19/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 10/8/2003
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 2/15/1986
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/18/1982
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/27/1989
General Securities Principal Examination

Current Firm

WI
WEALTHPLAN INVESTMENT MANAGEMENT LLC
FELTZ WEALTHPLAN | WEALTHPLAN PARTNERS - THE COBLE & MCCUNE TEAM | WEALTHPLAN INVESTMENT MANAGEMENT LLC | WEALTHPLAN GROUP PACIFIC NORTHWEST | WEALTHPLAN GROUP COBLE MCCUNE TEAM | WEALTHPLAN GROUP | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | OGARD PRIVATE WEALTH, LLC

CRD#: 311364 / SEC#: 801-120004

RIA
Registered Investment Advisory firm - (12/18/2020 Approved)
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Contact information

Main Address
101 S 108th Ave 3rd Floor, Omaha, NE 68154
Mailing Address
Phone number
(402) 691-0200
Established
Firm type
Fiscal year end
# of Employees
34

SEC notice filing (33 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (1/5/2026)

Regulatory assets under management

Total Number of Accounts5,313
AUM (Assets Under Management)$ 2,185,239,312

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTHPLAN INVESTMENT MANAGEMENT LLC

CRD#: 311364

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