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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Arthur Feltz is a financial advisor with Wealthplan Investment Management LLC. Todd has been in the financial industry since 1982, holding a variety of licenses and certifications. Todd has worked with several firms over the years, including LPL Financial, LLC and Securities America, Inc. Todd specializes in working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Todd is a Certified Financial Planner, and provides financial planning, portfolio management, and other advisory services.
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.
Turnkey asset management provider platform & consulting, outsourced cio services and broker consulting
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
05/13/2021 - Present
Wealthplan Investment Management LLC (OMAHA NE)
NE
11/02/2016 - 12/31/2020
SECURITIES AMERICA, INC. (OMAHA NE)
NE
05/30/1989 - 11/03/2016
LPL FINANCIAL LLC (OMAHA NE)
NA
02/14/1986 - 06/13/1989
STATE BOND SALES CORPORATION
NA
02/25/1982 - 02/03/1986
AMEV INVESTORS, INC.
IA
Issued 03/29/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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