Daniel Paul Feltz

Current Employers

Employment History

• 03/1991 → 11/2016
  Lpl Financial Llc
  Omaha, NE
• 12/2011 → Present
  Feltz Wealthplan, Inc.
  Omaha, NE
• 11/2016 → 06/2024
  Securities America, Inc.
  Omaha, NE
• 01/2020 → Present
  Wealthplan Partners, Llc
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE

Previous Registrations

• 2011-12-13 → 2020-07-10
  Wealthplan Partners
  Omaha, NE
• 1996-03-13 → 2012-01-12
  Lpl Financial Llc
  Omaha, NE
  Omaha, NE
  Omaha, NE

Other Businesses

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. 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 4. 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. 5. FELTZ WEALTHPLAN DBA POSITION: financial advisor NATURE: DBA for my brokerage and Advisory business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2010 ADDRESS: 101 S. 108th Ave., 2nd floor, Omaha NE 68154, United States DESCRIPTION: Assisting clients with the financial planning, implementation and management of investment portfolios. 6. 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, United States DESCRIPTION: I'm an independently contracted wealth plan advisor for the RIA 7.BOARD MEMBER WITH TAX SAVE EXPRESS / JACKSON HEWITTTAX POSITION: passive investor and board member NATURE: Board member with local Tax Preparation Franchise INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/05/2025 ADDRESS: 604 S. 72nd, Omaha NE 68114, United States DESCRIPTION: board member

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-30
• S63 Uniform Securities Agent State Law Examination
  1991-04-17

Designations