DF
Damon P. Feltz
WEALTHPLAN PARTNERS
Omaha, NE 68154
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CRD#: 4657308
DF
Professional summary
Damon Paul Feltz is a registered financial advisor currently at WEALTHPLAN PARTNERS located in Omaha, Nebraska and OSAIC WEALTH, INC. located in Omaha, Nebraska.
Damon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Damon has worked at 5 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 55 and Series 7 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. US SEC-registered agency only Broker Dealer engaging in the execution and clearing component of derivatively-tied equity transactions for institutional investors. 2. FELTZ WEALTHPLAN POSITION: Wealth Advisor NATURE: DBA for Wealth PLAN Partners RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/16/2025 ADDRESS: 101 South 108th Avenue, 2nd Floor, Omaha NE 68154, United States DESCRIPTION: IAR with Wealth PLAN Partners working with Ryan Feltz
CRS (Client Relationship Summary) - RIA
Click below to view Damon 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®
NoneExperience
Current
October 22, 2025 - Present
WEALTHPLAN PARTNERS
Office #1: 101 South 108th Avenue, Omaha, NE 68154RIA
CRD#: 305026
Omaha, NE
Current
May 6, 2025 - Present
OSAIC WEALTH, INC.
Office #1: 101 S 108th Ave Ste 2, Omaha, NE 68154RIA
BD
CRD#: 23131
OMAHA, NE
Past
May 21, 2018 - April 25, 2025
FCF SECURITIES AND DERIVATIVES LLC
BD
CRD#: 157067
CHICAGO, IL
Past
May 5, 2017 - June 13, 2018
PENSERRA SECURITIES, LLC
BD
CRD#: 145994
CHICAGO, IL
Past
March 4, 2009 - May 18, 2017
CHEEVERS & COMPANY, LLC
BD
CRD#: 31312
CHICAGO, IL
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
Nebraska(5/6/2025)
IAR
Nebraska(10/22/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/16/2013
Limited Representative-Equity Trader ExamGeneral 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
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Company Information
WEALTHPLAN PARTNERS
CRD#: 305026Omaha, NE 68154TRUST BUT VERIFY
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