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101 South 108Th Avenue, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cheevers & Co., Inc. | Chicago | IL | 03/2008 | 04/2017 |
| Penserra Securities | Chicago | IL | 05/2017 | 05/2018 |
| Fog Equities Llc | Chicago | IL | 05/2018 | 05/2025 |
| Osaic Wealth, Inc. | Omaha | NE | 05/2025 | Present |
| Wealthplan Partners. | Omaha | NE | 10/2025 | Present |
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 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 South 108th Avenue, Omaha NE 68154, United States DESCRIPTION: Investment property 4. FELTZ WEALTHPLAN POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 20 START DATE: 03/05/2026 ADDRESS: 101 South 108th Avenue, 2nd Floor, Omaha NE 68154, United States DESCRIPTION: Insurance agent duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-17 |
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