Todd Feltz, CFP®
Partner & Senior Wealth Advisor
As President of Feltz WealthPLAN, Todd Feltz has been an established authority in the financial planning community since 1984. He launched the business that bears his name in 1989 in order to establish an unbiased financial planning1 and asset management firm more focused on client success than company sales.
Feltz’ vision has become reality. The company has built its reputation on establishing strong, long-term relationships with its clients--many multi-generational--and helping those clients pursue a diversity of financial goals.
“Everyone at Feltz WealthPLAN cares deeply about our clients’ wellbeing. We are more committed to their financial success than our own.”
Scope of Work:
In addition to his role as President & CEO, Todd enjoys working as a CERTIFIED FINANCIAL PLANNER™ Professional for the firm’s clients, each with varying financial wants and needs.
“I’m honored that clients trust us to provide guidance on all aspects of their lives. Whether it’s disability, displacement of work, market corrections, news headline fears, a birth or a death, we’re always there for them, helping them make informed decisions based on solid, sound unbiased recommendations.”
Individual portfolios are only a part of Todd’s investment practice. He also helps develop and oversee Qualified Retirement Plans for a number of local businesses, collaborating with both management and employees.
“What gives me the greatest personal satisfaction is seeing how much anxiety we eliminate from our clients’ lives. They trust us, and via solid, proven, money- management models and continuous communication, we help them work towards their financial goals.”
Awards and Recognitions
- In 2010 & 2013, Barron’s magazine recognized him as one of America’s Top 1,000 Financial Advisors. In 2015 they recognized him as one of America’s Top 1,200 Financial Advisors2
- In 2016 Financial Times magazine named Todd to their Top 400 Advisor list3, and named the firm to their Top 300 Registered Investment Advisor4 lists.
In addition to his professional activities, Todd is a supporter and former board member of both the Catholic Charities Foundation and the Alzheimer’s Foundation. He is also a supporter of the Omaha Symphony, Angels Among Us, PlaySmart, and Omaha’s Foodbank for the Heartland.
- CERTIFIED FINANCIAL PLANNER™
- Series 7*
- Series 24*
- Series 63*
- Series 65**
- Insurance/Variable Annuities
* Securities registrations held with Securities America
** Series 65 registration held with Feltz WealthPLAN
1Financial Planning offered through Feltz WealthPLAN, a Registered Investment Advisor and separate entity from Securities America.
2Top 1,000 & Top 1,200 Advisors in America are based on assets managed, revenue, and quality of practice.
3Top 400 Advisors based on Assets under Management (AUM), asset growth, compliance record, experience, credentials and online accessibility.
4Top 300 Registered Investment Advisors based on minimum $300M AUM with no more than 75% institutional AUM, growth rate, years of experience, industry certifications, compliance record, and online accessibility.