Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Feltz is a financial advisor at Wealthplan Partners in Omaha, Nebraska. Daniel has been in the financial services industry since 1991 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Daniel is committed to providing personalized financial advice to help clients reach their financial goals. Daniel also holds the Certified Financial Planner designation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NE
01/15/2020 - Present
Wealthplan Partners (OMAHA NE)
NE
11/10/2016 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
NE
04/23/1991 - 11/10/2016
LPL FINANCIAL LLC (OMAHA NE)
IA
Issued 08/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/22/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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