Wealthplan Partners

CRD 305026 · Omaha, NE · $1.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 305026
SEC number: 801-117955
Firm type: RIA
Assets under management: $1.1B as of Feb 24, 2026
Website: feltzwp.com ↗
Phone: 402-691-0200
Address: 101 South 108th Avenue, Omaha, NE, 68154

Advisors at this firm

18 in our index · page 1 of 1

Louis Paul Thomas BrunningCRD 6778090 · Omaha, NE

IA Registered
Adam Bruce CarterCRD 5268378 · Venice, FL

IA RegisteredBroker
Steven H DruckmanCRD 5345067 · Las Vegas, NV

IA RegisteredBroker
Damon Paul FeltzCRD 4657308 · Omaha, NE

IA RegisteredBroker
Daniel Paul FeltzCRD 2138413 · Omaha, NE

IA RegisteredBroker
Ryan M FeltzCRD 4540462 · Omaha, NE

IA RegisteredBroker
B. David GoldsteinCRD 1718066 · Rancho Mirage, CA

IA RegisteredBroker

Disclosure event(s) on record
Richard Jacob HolleCRD 2084676 · Tampa, FL

IA RegisteredRegistration inactive

Disclosure event(s) on record
Michael Walter KlaukeCRD 1939832 · Onalaska, WI

IA RegisteredBroker
Kenneth James KalkCRD 6747244 · Onalaska, WI

IA RegisteredBroker
Andrew Pierce LargeCRD 5699415 · Omaha, NE

IA RegisteredBroker
Blake Robert LynchCRD 6650717 · Omaha, NE

IA RegisteredBroker

Disclosure event(s) on record
Joseph Bradford McclellanCRD 2403907 · Bayonne, NJ

IA RegisteredBroker

Disclosure event(s) on record
Michael Lee MoravecCRD 2997871 · David City, NE

IA RegisteredBroker
Jason Michael PottCRD 5611609 · Westminster, CO

IA RegisteredBroker

Disclosure event(s) on record
Charles Edward PratherCRD 1238110 · Westminster, CO

IA RegisteredBroker
Garth Jonathan TerlizziCRD 1014719 · Omaha, NE

IA RegisteredBroker
Aaron Timothy WintersCRD 5023030 · Omaha, NE

IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.