Daniel Paul Feltz
Investment adviser representative at Wealthplan Partners
35 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
35 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Wealthplan Partners, LLCJan 2020 to now
- Feltz Wealthplan, Inc.Dec 2011 to now
- Securities America, Inc.Nov 2016 to Jun 2024
- LPL Financial LLCMar 1991 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (NE).
Wealthplan Partners
Legal name: Wealthplan Partners, LLC
$1.1BAssets managed
1,711Clients
26Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2138413
- Firm CRD
- 305026