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101 South 108Th Avenue, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2020-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Omaha | NE | 05/2002 | 11/2016 |
| Wealthplan Partners, Inc | Omaha | NE | 12/2011 | Present |
| Securities America, Inc. | Omaha | NE | 11/2016 | 06/2024 |
| Wealthplan Partners, Llc | Omaha | NE | 01/2020 | Present |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | Present |
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. 3) ONE OLD MILL LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/07/2025 ADDRESS: 101 S 108th Ave., Omaha NE 68154, United States DESCRIPTION: None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-19 |
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