Broker Check
 
Dan Feltz, CFP®, CFS®

Dan Feltz, CFP®, CFS®

Principal Wealth Advisor

A CERTIFIED FINANCIAL PLANNER™ Professional with more than two decades of experience, Dan is a registered principal for Securities America. Since 1990, he has been helping individuals, couples, and families successfully manage their investments, taxes, insurance, retirement, and estate plans.

“Personal financial management is more complex than ever before,” Feltz says. “The sheer volume of financial decisions facing the average person on a day-to-day basis can be overwhelming and there are no easy answers. While each aspect of the financial management process is important, it is the collective management of these concerns that is key to overall financial success.”

Scope of Work and Greatest Satisfaction

Dan employs a total wealth management approach in order to help his clients 1) create an investment strategy tailored to their retirement needs, 2) reduce their tax exposure, and 3) transfer their wealth to their children, grandchildren and/or charities. He provides unbiased advice and access to non-proprietary financial products and services, including Mutual Funds, Stocks, Bonds, ETFs, Alternative Investments, Annuities, and Life Insurance.

Frequent communication is maintained with all clients throughout all market conditions, giving Dan the ability to fine-tune individual financial-management strategies in response to changes in the economy or changes in clients’ lifestyles.

“We sweat the details and it’s what sets us apart. Throughout our clients’ lives, we’re with them helping them fulfill their dreams. We’re truly passionate about providing them with the best possible service and solutions, and I think our clients find our level of care both refreshing and enlightening.”

 

Community Involvement

In addition to his professional responsibilities, Dan is active in his community. He serves on the Professional Advisory Council for the Methodist Hospital Foundation, is a member of the Institute of Business and Finance and has been a guest speaker at numerous professional and charitable groups, including the Creighton University Executive Business Symposium.

Certificates/Registrations/Designations/Licenses

  • CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
  • Certified Fund Specialist (CFS®)
  • Series 7*
  • Series 65*
  • Series 63*
  • Series 6*
  • Series 31*
  • Series 24*
  • Health/Life/Annuities

*Securities registrations held with Securities America