Wealthplan Partners

Wealthplan Partners (CRD# 158935) is a financial advisory firm headquartered in Omaha, NE. They manage $1,656,630,495 in 12,200 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,657
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Wealthplan Partners
Showing 1 - 10 of 29 top financial advisors.
1
Daniel P. Feltz
CRD#: 2138413
101 South 108th Avenue, 2nd Floor, Omaha, NE 68154
96
Wealthminder
score

Daniel Feltz (CRD# 2138413) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 25 years of experience in the finance industry. Daniel Feltz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jon M. Massey
CRD#: 1135340
391 N. Main St., Suite 107, Corona, CA 92880
96
Wealthminder
score

Jon Massey (CRD# 1135340) is an Investment Advisor Representative working at Wealthplan Partners in Corona, CA and has over 12 years of experience in the finance industry.

3
Charles E. Prather
CRD#: 1238110
8778 Wolf Court, Westminster, CO 80031
96
Wealthminder
score

Charles Prather (CRD# 1238110) is an Investment Advisor Representative working at Wealthplan Partners in Westminster, CO and has over 22 years of experience in the finance industry. Charles Prather has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Ralph J. Aiello
CRD#: 4161901
Cary, NC
93
Wealthminder
score

Ralph Aiello (CRD# 4161901) is an Investment Advisor Representative working at Wealthplan Partners in Cary, NC and has over 16 years of experience in the finance industry.

5
Wade C. Behlen
CRD#: 5256921
101 South 108th Avenue, 2nd Floor, Omaha, NE 68154
93
Wealthminder
score

Wade Behlen (CRD# 5256921) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 9 years of experience in the finance industry.

6
John H. Carson
CRD#: 5672644
155 Parkway Office Court, Suite 200, Cary, NC 27518
93
Wealthminder
score

John Carson (CRD# 5672644) is an Investment Advisor Representative working at Wealthplan Partners in Cary, NC and has over 7 years of experience in the finance industry.

7
Nicholas J. Engel
CRD#: 5083908
12910 Pierce St, Ste 100, Omaha, NE 68144
93
Wealthminder
score

Nicholas Engel (CRD# 5083908) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 10 years of experience in the finance industry.

8
Ryan M. Feltz
CRD#: 4540462
101 South 108th Avenue, 2nd Floor, Omaha, NE 68154
93
Wealthminder
score

Ryan Feltz (CRD# 4540462) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 12 years of experience in the finance industry.

9
Justin M. Gibson
CRD#: 4818322
12910 Pierce Street, Suite 100, Omaha, NE 68144
93
Wealthminder
score

Justin Gibson (CRD# 4818322) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 12 years of experience in the finance industry.

10
Aaron N. Johnson
CRD#: 5501671
391 N. Main St., Suite 107, Corona, CA 92880
93
Wealthminder
score

Aaron Johnson (CRD# 5501671) is an Investment Advisor Representative working at Wealthplan Partners in Corona, CA and has over 8 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.