Ryan FeltzCRD Number: 4540462
Current Firm: Wealthplan Partners
Ryan Feltz (CRD# 4540462) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 14 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Feltz Wealthplan, Inc.||Omaha, NE||Dec 2011 - Current||6|
|Lpl Financial||Omaha, NE||May 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2004|
|S65||NASAA Investment Advisors Law Examination||Sep 2005|
Total Assets Under Management1,657MILLIONS
Total Number of Accounts12,200ACCOUNTS
Average Account Value$135,789
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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