Feltz WealthPLAN

Finance · Nebraska, United States · 11-50 Employees

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Overview

Headquarters

101 S 108th Ave Ste 2, Omaha, Nebraska, ...

Phone Number

(402) 691-0200

Revenue

$6 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
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About Feltz WealthPLAN

Feltz WealthPLAN offers a range of financial services including investment management, wealth management, and retirement planning. The company aims to provide personalized financial advice tailored to individual client needs and goals. With a philosophy centered on accessibility to sound financial guidance, they strive to help clients prepare for their financial future. Their target clients include individuals seeking to optimize their investments and secure their financial well-being.Explore more
Feltz WealthPLAN's Social MediaPopular SearchesFeltz WealthplanFeltz Wealth PlanFeltz Investments LLCFeltz JennyFeltz WealthPlan O'Mara TeamSIC Code 62,628NAICS Code 52,523Show more

Feltz WealthPLAN Org Chart

Todd Feltz, President & Chief Executive Officer at Feltz WealthPLAN
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President & Chief Executive Officer

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Chief Operating Officer

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Executive Assistant To The President

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Feltz WealthPLAN

$6M
11-50
Private
<$5M
1986
Todd Feltz, President & Chief Executive Officer at Feltz WealthPLAN
Todd FeltzPresident & CEO
$62.3M
11-50
Private
<$5M
1996
CK
Cheryl KarboskiChief Compliance Officer
$6.2M
11-50
Private
-
2008
HT
Henry TerrebroodDirector, Compliance & Risk & Officer
<$5M
11-50
Private
-
1999
N/A
<$5M
11-50
Private
-
2006
NW
Nikki WaltonVice President, Client Relations
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
1984
PK
Patti KossmannOffice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Feltz WealthPLAN is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Feltz WealthPLAN is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Feltz WealthPLAN.

Feltz WealthPLAN financials insights

Gather financial insights about Feltz WealthPLAN, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All Feltz WealthPLAN's Financials Insights

Feltz WealthPLAN Tech Stack

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Frequently Asked Questions Regarding Feltz WealthPLAN

What is Feltz WealthPLAN's official website?
Feltz WealthPLAN's official website is www.feltzwealthplan.com
What is Feltz WealthPLAN's Revenue?
Feltz WealthPLAN's revenue is $6 Million
What is Feltz WealthPLAN's SIC code?
Feltz WealthPLAN's SIC: 62,628
What is Feltz WealthPLAN's NAICS code?
Feltz WealthPLAN's NAICS: 52,523
How many employees does Feltz WealthPLAN have?
Feltz WealthPLAN has 11-50 employees
What industry does Feltz WealthPLAN belong to?
Feltz WealthPLAN is in the industry of: Finance, Securities Trading
What is Feltz WealthPLAN competition?
Feltz WealthPLAN top competitors include: McCrea Financial Services, Privium Fund Management, Financial Advocates, Plexus Financial Services
What technology does Feltz WealthPLAN use?
Some of the popular technologies that Feltz WealthPLAN uses are: Cloudflare Website Optimization, Barracuda Networks, Sched, Microsoft 365
How do I contact Feltz WealthPLAN?
Feltz WealthPLAN contact info: Phone number: (402) 691-0200 Website: www.feltzwealthplan.com
What does Feltz WealthPLAN do?

Feltz WealthPLAN offers a range of financial services including investment management, wealth management, and retirement planning. The company aims to provide personalized financial advice tailored to individual client needs and goals. With a philosophy centered on accessibility to sound financial guidance, they strive to help clients prepare for t... heir financial future. Their target clients include individuals seeking to optimize their investments and secure their financial well-being.Read More

What are Feltz WealthPLAN social media links?
Feltz WealthPLAN Linkedin page Feltz WealthPLAN Twitter page Feltz WealthPLAN Facebook page
Is Feltz WealthPLAN a public company?
Feltz WealthPLAN is private company therefore does not currently have an official ticker symbol
See more information about Feltz WealthPLAN

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