Todd Feltz has been an established authority in the financial planning community since 1984. He launched the business that bears his name in 1989 in order to establish an unbiased financial planning and asset management firm. The company has built its reputation on establishing strong, long-term relationships with its clients – many multi-generational – and helping those clients pursue a diversity of financial goals. The firm also helps develop and oversee Qualified Retirement Plans for a number of local businesses. “What gives me the greatest personal satisfaction is seeing how much anxiety we eliminate from our client’s lives.” Todd strives to continuously provide his clients with the h

Todd Feltz
Chief Executive Officer, President
Feltz WealthPlan
United States, Nebraska, Omaha
About Me
Profile Information
Chief Executive Officer, President
Feltz WealthPlan
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Omaha
Nebraska
United States
Jul 31, 2024
Work Experience
Feltz WealthPLAN
Chief Executive Officer, President Jan 1989 - Present
Email: tfeltz@feltzwp.com
More profiles to browse
Kevin O'Mara
Senior Wealth Advisor
Brent O'Mara
Partner & Senior Wealth Advisor

Tad Singer
Senior Wealth Advisor
DF
Daniel Feltz
Principal, Wealth Advisor
You Might Like
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial