A graduate of Northwest Missouri State University with a degree in Business Management, Ryan Feltz is one of three participating members of the firm’s founding family. He joined Feltz WealthPLAN in 2002 and since then has dedicated his time to two primary endeavors:
- Helping families define their financial goals and dreams
- Instilling confidence in their ability to achieve those objectives
“Every family needs an overall, comprehensive financial plan** in order to successfully navigate through life and reach their targeted financial objectives,” Feltz explains. “That’s what we do. We help them chart their course and make adjustments as needed throughout their journey so they stay on track to work toward their destination.”
Scope of Work and Greatest Satisfaction
In his role as Wealth Advisor, Feltz says he is just one member of the team. This collaborative approach is what sets Feltz WealthPLAN uniquely apart from other firms. By drawing upon the strengths, experience, and expertise of each team member, the positive result for every client is enhanced.
Feltz adds that he defines success as being entrusted by three generations of a family looking to Feltz WealthPLAN for guidance in securing the future for themselves, their children, and their children’s children.
“When we say, ‘We’re with you,’ we mean it. We are very tightly woven into the lives of the families for whom we work. Our very existence relies on the positive experiences and relationships we create with our clients.”
Personal
In his free time, Ryan enjoys spending time with his wife, Andrea, daughters Kennedy, Delaney, and Vivian, playing golf, and visiting with family, friends, and neighbors.
Certificates/Registrations/Designations/Licenses
- Series 7*
- Series 6 *
- Series 63 *
- Series 65 *
- Life and Annuities
*Securities registrations held with Securities America.
**Financial Planning offered through Feltz WealthPLAN, a Registered Investment Advisor and separate entity from Securities America.