James Obrien, financial advisor Omaha NE
93 score

James Obrien

CRD Number: 5623739
Current Firm: Wealthplan Partners

James Obrien (CRD# 5623739) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Feltz Wealthplan, Inc. Omaha, NE Dec 2011 - Current 5
Lpl Financial, LLC Omaha, NE Dec 2009 - Current 7
Securian Financial Services Inc. St Paul, MN Jun 2009 - Dec 2009 < 1
Securian Financial Services Inc. St Paul, MN Aug 2008 - Jun 2009 < 1
Renaissance Financial Omaha, NE Aug 2008 - May 2009 < 1
Creighton University Omaha, NE Jan 2007 - May 2009 2
Creighton University Omaha, NE Aug 2006 - May 2009 2
Feltz Wealthplan Omaha, NE May 2008 - Aug 2008 < 1
Decker Truck Line Fort Dodge, IA Oct 2003 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2009
Contact Info for James F. Obrien
Phone Number: 402-333-5454
Firm Website: http://feltzwp.com
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    1,657
    MILLIONS
  • Total Number of Accounts
    12,200
    ACCOUNTS
  • Average Account Value
    $135,789
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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