Wade Behlen, AIFA^®

With a degree in Marketing Management from the University of Nebraska at Kearney, Wade joined Feltz WealthPLAN in 2007 to spearhead the company’s Group Retirement Plan Division. With over 23 years of business-to-business sales management experience, Wade brings a unique perspective to the division he directs.

“When I was offered the opportunity to head up the Retirement group at Feltz WealthPLAN, I didn’t hesitate! As a client, I knew from experience the quality of service provided by the Feltz team, and I knew their reputation for integrity and intelligent, independent counsel was well-deserved.”

Scope of Work and Greatest Satisfaction

Having viewed the company from outside and in, Behlen says that he can point to several things that make Feltz WealthPLAN unique, including the company’s strong leadership and talented, specialized staff. In addition, the cooperative-team concept the firm employs also uniquely enables the delivery of superior client service. Finally, he adds, the firm’s infrastructure allows for flexibility and continued growth. Not many other firms can say that!

Wade enjoys building and strengthening relationships and assisting business owners in pursuing their corporate goals through the management of their retirement plans. Working with a variety of companies, he particularly finds fulfillment in the diversity of business owners’ visions and helping them realize their aspirations.

“I get a great deal of satisfaction getting to know our corporate clients – who they are, how they feel and what they want to accomplish. Many have told me that their relationship with Feltz WealthPLAN gives them more confidence than those they’ve had with previous firms.”

Community Involvement

On a personal note, Wade and his wife, Christine, have two sons, Weston and Wyatt. Wade is active in his church and the community and enjoys family activities and sports, in particular golf, basketball, and swimming. Wade has lived in the Omaha area for over twenty years.

Awards and Recognitions

Wade was named to the 2018 Financial Times ‘Top 401 Retirement Plan Advisors’ list in September, 2018. This is the second time Wade has been selected, his first was in 2015.Top advisors were chosen based on several criteria, including AUM in DC Plans; degree of specialization in DC Plan advising; growth in DC Plan AUM; growth in number of DC Plans advised; average population rate in advised DC Plans; years of experience as a DC Planner; industry certifications; and compliance record. Wade and Feltz WealthPLAN were the only Advisor and firm selected in the state of Nebraska. **

Wade was named to the 2019 Financial Times ‘Top 401 Retirement Plan Advisors’ list in October, 2019. This is the third time Wade has been selected, his first was in 2015.Top advisors were chosen based on several criteria, including AUM in DC Plans; degree of specialization in DC Plan advising; growth in DC Plan AUM; growth in number of DC Plans advised; average population rate in advised DC Plans; years of experience as a DC Planner; industry certifications; and compliance record. **

Certificates/Registrations/Designations/Licenses

• Series 6*
• Series 63*
• Series 65*
• Accredited Investment Fiduciary Analyst® AIFA®

*Securities registrations held with Securities America.

**The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times (May, 2015). The FT 401 is based on data gathered from financial advisors, firms, regulatory disclosures, and the FT’s research. Neither the brokerage nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401.