RF
Ryan M. Feltz
WEALTHPLAN PARTNERS
Omaha, NE 68154
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CRD#: 4540462
RF
Professional summary
Ryan M Feltz is a registered financial advisor currently at WEALTHPLAN PARTNERS located in Omaha, Nebraska and OSAIC WEALTH, INC. located in Omaha, Nebraska.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Ryan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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) Feltz WealthPLAN Position: Advisor - Nature: Insurance Sales - Investment Related: No - Hours: 15 - Securities Trading Hours: 15 - Start Date: 1/2002 - Address: 101 S. 108th Ave. Ste 2, Omaha NE 68154 2) WEALTHPLAN PARTNERS R FELTZ TEAM LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/15/2020 ADDRESS: 101 South 108th Avenue, STE 2, Omaha NE 68154 DESCRIPTION: This is where my pay gets directed.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan M 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®
NoneExperience
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 2, Omaha, NE 68154RIA
BD
CRD#: 23131
OMAHA, NE
Past
November 3, 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
October 7, 2005 - January 11, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
OMAHA, NE
Past
October 14, 2003 - November 3, 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
Georgia(6/14/2024)
RR
Illinois(6/14/2024)
RR
Indiana(6/14/2024)
RR
Iowa(6/14/2024)
RR
Kansas(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)
RR
Montana(6/14/2024)
IAR
Nebraska(1/15/2020)
RR
Nebraska(6/14/2024)
RR
Nevada(6/14/2024)
RR
New Jersey(6/14/2024)
RR
New York(6/14/2024)
RR
North Carolina(6/14/2024)
RR
Ohio(8/7/2025)
RR
Oklahoma(6/14/2024)
RR
Oregon(6/14/2024)
RR
Pennsylvania(6/14/2024)
RR
South Dakota(6/14/2024)
RR
Texas(6/14/2024)
RR
Virginia(6/14/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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 PARTNERS
CRD#: 305026Omaha, NE 68154TRUST BUT VERIFY
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