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Todd Feltz

Chief Executive Officer, President

Feltz WealthPlan

United States, Nebraska, Omaha

About Me

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

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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

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