CoverProfile

Jamie O'Brien

Partner & Wealth Advisor

Feltz WealthPlan

United States, Nebraska, Omaha

About Me

Jamie joined the Feltz WealthPLAN team in 2009 after graduating from Creighton University where he received a Bachelor of Science degree in Finance. While at Creighton, Jamie was selected for an internship with Feltz WealthPLAN and impressed the Feltz team with his abilities and dedication. “At FWP, we’re a family and this family has over 100 years of combined industry experience. I have yet to come across a question or situation that we could not answer, resolve, or improve. Most importantly, our clients experience a warm, supportive family atmosphere.”

Profile Information

Partner & Wealth Advisor

Feltz WealthPlan

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Omaha

Nebraska

United States

Jul 31, 2024

Work Experience

Feltz WealthPlan

Partner & Wealth Advisor
Nov 2009 - Present
Email: jamie@feltzwp.com

More profiles to browse

Profile Photo
Todd Feltz
Chief Executive Officer, President
DF
Daniel Feltz
Principal, Wealth Advisor
Profile Photo
Tad Singer
Senior Wealth Advisor
Profile Photo
Brent O'Mara
Partner & Senior Wealth Advisor

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RD
Russ Degitz
Principal
Huntington University
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services