RF
RF

Ryan M Feltz

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

101 South 108th Avenue, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ryan works as an advisor for Feltz WealthPLAN, focusing on insurance sales, dedicating about 10-20% of his time. He also owns WealthPLAN Partners R Feltz Team LLC, where his pay is directed, and this takes nearly all of his time.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Wealthplan Partners
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Securities America, INC.Broker
November 2016 - June 2024 · 7 yrs 7 mos
Wealthplan Partners
December 2011 - July 2020 · 8 yrs 7 mos
LPL Financial LLC
October 2005 - January 2012 · 6 yrs 3 mos
LPL Financial LLCBroker
October 2003 - November 2016 · 13 yrs 1 mo
State Registrations29 states
ALARAZCACOFLGAIAILINKSMAMDMIMNMOMTNCNENJNVNYOHOKORPASDTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.