Feltz WealthPLAN Employee Directory

Feltz WealthPLAN corporate office is located in 101 S 108th Ave Ste 2, Omaha, Nebraska, 68154, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Operations

Information Technology

C-Suite

Feltz WealthPLAN CEO

Todd FeltzPresident & Chief Executive Officer

Phone

See Profile

Key Employees of Feltz WealthPLAN

NG
Nancy Glass
Chief Operating Officer
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Feltz WealthPLAN Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Feltz WealthPLAN

Hundreds of professionals searching for Feltz WealthPLAN have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

Todd Feltz
Email Direct
President & Chief Executive Officer
United States , Nebraska , Omaha

LD
Lynn Devereaux
Email Direct
Financial Services Associate
United States , Nebraska , Omaha

DF
Damon Feltz
Email Direct
Wealth Advisor
United States , Nebraska , Omaha

EB
Elizabeth Billings
Email Direct
Wealth Planning Strategist
United States , Nebraska , Omaha

AF
Amy Feltz
Email Direct
Client Relations
United States , Nebraska , Omaha

KJ
Kimberly Jurgens
Email Direct
Financial Client Service Associate
United States , Nebraska , Omaha

RF
Ryan Feltz
Email Direct
Wealth Advisor
United States , Nebraska , Omaha

BC
Bryce Confer-Wood
Email Direct
Client Relations Associate
United States , Nebraska , Omaha

BT
Brenden Tauber
Email Direct
Weath Planner
United States , Nebraska , Omaha

BL
Blake Lynch
Email Direct
Wealth Advisor
United States , Nebraska , Omaha

JO
James O'Brien
Email Direct
Wealth Advisor
United States , Nebraska , Omaha

CM
Carey Mallory
Email Direct
Financial Client Services Specialist
United States , Nebraska , Omaha

DS
Dillon Schutte
Email Direct
Wealth Advisor
United States , Nebraska , Omaha

LB
Louis Brunning
Email Direct
Associate Planner
United States , Nebraska , Omaha

DF
Daniel Feltz
Email Direct
Principal, Wealth Advisor
United States , Nebraska , Omaha

KO
Kevin O'Mara
Email Direct
Senior Wealth Advisor
United States , Nebraska , Omaha

NG
Nancy Glass
Email Direct
Chief Operating Officer
United States , Nebraska , Omaha

DK
Dawn Klein
Email Direct
Registered Financial Assistant
United States , Nebraska , Omaha

BC
Bodhi Confer-Wood
Email Direct
Receptionist and Information Technology Specialist
United States , Nebraska , Omaha

RC
Rhonda Corliss
Email Direct
Administrative Assistant
United States , Nebraska , Omaha

AM
Austin Miller
Email Direct
Wealth Advisor
United States , Nebraska , Omaha

DM
Dixie Miller
Email Direct
Executive Assistant To The President
United States , Nebraska , Omaha

Former Employees at Feltz WealthPLAN

Explore people who held key positions, contributed to Feltz WealthPLAN's success, and advanced their careers.

Tad Singer

Senior At Carson Wealt... at Carson Wealth

Worked as Senior Wealth Advisor

at Feltz WealthPLAN (2020-2026)

Direct

Kelly Horn

Director, Marketing at Nebraska Cancer Specia...

Worked as Business Development Coordinator

at Feltz WealthPLAN (2016-2018)

Direct

Brent O'Mara

Co-Founder at WealthPlan

Worked as Senior Wealth Advisor

at Feltz WealthPLAN

Direct

Mask Content

Director, Client Servi... at WealthPlan

Worked as Director, Client Services

at Feltz WealthPLAN

Direct

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Manager, Client Servic... at Hub

Worked as Director, Operations & Client Services

at Feltz WealthPLAN (2021-2023)

Direct

Mask Content

Senior Solution Archit... at Northteq

Worked as Accounting Specialist

at Feltz WealthPLAN (2018-2019)

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Frequently Asked Questions Regarding Feltz WealthPLAN Employees

How many employees does Feltz WealthPLAN have?

Feltz WealthPLAN has 11-50 employees

Who is the CEO of Feltz WealthPLAN?

Feltz WealthPLAN’s CEO is Todd Feltz

Who are Feltz WealthPLAN key employees?

Some of Feltz WealthPLAN key employees are Nancy Glass

Where is Feltz WealthPLAN located?

Feltz WealthPLAN’s headquarters are located at 101 S 108th Ave Ste 2, Omaha, Nebraska, 68154, United States

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... Read More

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 Employees