Daniel P. Feltz
WEALTHPLAN PARTNERS
Omaha, NE 68154
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CRD#: 2138413
Professional summary
Daniel Paul Feltz, CFP® is a registered financial advisor currently at WEALTHPLAN PARTNERS located in Omaha, Nebraska and OSAIC WEALTH, INC. located in Omaha, Nebraska.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Daniel has worked at 5 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"?
Yes
Aliases
None
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.
1. Methodist Professional Advisory Council Position: Advisory Member - Nature: Volunteer for a non-profit organization - Investment Related: No - Hours: 2 - Securities Trading Hours: 1 - Start Date: 1/2007 - Address: 8511 West Dodge Road, Omaha NE 68114 2. Tax Save Express/Jackson Hewitt Tax Position: Passive Investor - Nature: Tax preparation franchise - Investment Related: No - Hours: 0 - Securities Trading Hours: 0 - Start Date: 12/2005 - Address: 604 S. 72nd, Omaha NE 68114 3. FELTZ WEALTHPLAN DBA POSITION: financial advisor NATURE: DBA for my brokerage and Advisory business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2010 ADDRESS: 101 S. 108th Ave., 2nd floor, Omaha NE 68154 DESCRIPTION: Assisting clients with the financial planning, implementation and management of investment portfolios. 4. INSURANCE POSITION: agent NATURE: Longterm care and life insurance INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1991 ADDRESS: 101 S. 108th Ave., Omaha NE 68154 DESCRIPTION: Long term care and life insurance products to existing clients 5. WEALTHPLAN PARTNERS RIA POSITION: Independent advisor NATURE: Investment Advisory-RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 160 START DATE: 11/11/2011 ADDRESS: 101S 108th Ave, Omaha NE 68154 DESCRIPTION: I'm an independently contracted wealth plan advisor for the RIA 6. DPF FINANCIAL INC. POSITION: owner/president NATURE: Business entity (S Corp) for the purpose of running my Investment business revenues and expenses and tax purposes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 5 START DATE: 06/01/1990 ADDRESS: 101 S. 108th Ave., 2nd Floor, Omaha NE 68154, United States DESCRIPTION: It's my S corp. business entity. I am 100% shareholder.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Paul Feltz's CRS (Customer Relationship Summary).
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®
Start date: 2001
Experience
Current
January 15, 2020 - Present
WEALTHPLAN PARTNERS
Office #1: 101 South 108th Avenue, Omaha, NE 68154RIA
CRD#: 305026
Omaha, NE
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 101 S 108th Ave Ste 201, Omaha, NE 68154RIA
BD
CRD#: 23131
OMAHA, NE
Past
November 10, 2016 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
OMAHA, NE
Past
December 13, 2011 - July 10, 2020
WEALTHPLAN PARTNERS
RIA
CRD#: 158935
OMAHA, NE
Past
March 13, 1996 - January 12, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
OMAHA, NE
Past
April 23, 1991 - November 10, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
OMAHA, NE
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".
WP
WEALTHPLAN PARTNERS
COBLE MCCUNE WEALTH MANAGEMENT | WPP HOLDINGS, LLC | WELCH FINANCIAL PLANNING, LLC | WEALTHPLAN PARTNERS, LLC | WEALTHPLAN PARTNERS | WEALTH PLAN ADVANTAGE | WAYPOINT ADVISORS | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | PREFERRED CLIENT GROUP | MORAVEC FINANCIAL ADVISORS, INC. | MASINMISKO | KECHELY WEALTH MANAGEMENT | INDEPENDENT INVESTMENT SERVICES | HAMILTON WEALTH MANAGEMENT | FIT WEALTH ADVISORS | FELTZ WEALTHPLAN
CRD#: 305026 / SEC#: 801-117955
RIA
Registered Investment Advisory firm - (11/25/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/14/2024)
RR
Arizona(6/14/2024)
RR
Arkansas(6/14/2024)
RR
California(6/14/2024)
RR
Colorado(6/14/2024)
RR
Florida(6/14/2024)
RR
Illinois(6/14/2024)
RR
Indiana(6/14/2024)
RR
Iowa(6/14/2024)
RR
Kansas(6/14/2024)
RR
Kentucky(6/14/2024)
RR
Maryland(6/14/2024)
RR
Massachusetts(6/14/2024)
RR
Michigan(6/14/2024)
RR
Minnesota(6/14/2024)
RR
Missouri(6/14/2024)
IAR
Nebraska(1/15/2020)
RR
Nebraska(6/14/2024)
RR
New York(6/14/2024)
RR
North Carolina(6/14/2024)
RR
Oklahoma(6/14/2024)
RR
Oregon(6/14/2024)
RR
Tennessee(6/14/2024)
RR
Texas(6/14/2024)
RR
Utah(6/14/2024)
RR
Virginia(6/14/2024)
RR
Washington(6/14/2024)
RR
Wisconsin(6/14/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
WP
WEALTHPLAN PARTNERS
COBLE MCCUNE WEALTH MANAGEMENT | WPP HOLDINGS, LLC | WELCH FINANCIAL PLANNING, LLC | WEALTHPLAN PARTNERS, LLC | WEALTHPLAN PARTNERS | WEALTH PLAN ADVANTAGE | WAYPOINT ADVISORS | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | PREFERRED CLIENT GROUP | MORAVEC FINANCIAL ADVISORS, INC. | MASINMISKO | KECHELY WEALTH MANAGEMENT | INDEPENDENT INVESTMENT SERVICES | HAMILTON WEALTH MANAGEMENT | FIT WEALTH ADVISORS | FELTZ WEALTHPLAN
CRD#: 305026 / SEC#: 801-117955
RIA
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Contact information
Main Address
101 South 108th Avenue, Omaha, NE 68154
Mailing Address
Phone number
(402) 691-0200
Established
Firm type
Fiscal year end
# of Employees
58
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,895 |
| AUM (Assets Under Management) | $ 1,271,554,814 |
Red Flags
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Company Information
WEALTHPLAN PARTNERS
CRD#: 305026Omaha, NE 68154TRUST BUT VERIFY
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