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Become a Client

Thank you for your interest in learning more about becoming a Feltz WealthPLAN client.  We realize that entrusting your portfolio to a financial planning* firm is an important step for you and your family.  As such, our team will work diligently to make your experience with our firm as comfortable and stress free as possible.

The best place to begin is to tell us a bit about yourself, your current financial plan, and your goals for the future.  A Wealth Advisor will be in touch to tell you more about the services we offer, answer any questions you may have, and schedule a complimentary consultation.  No strings attached.

Click here to complete the Confidential Fact Finder, or

Private Clients:  Call 402-691-0200 or 800-366-5448 to speak with one of our Wealth Advisors.

Foundations/Endowments/Retirement Plans: Call 402-697-7269 to speak with Wade Behlen (Director of Retirement Plans/Foundations).

 

 

*Financial Planning offered through Feltz WealthPLAN, a Registered Investment Advisor, and separate entity from Securities America.