FWP MISSION STATEMENT
Feltz WealthPlan’s goal is to regard each client with integrity and honesty and to be considered a trusted and indispensable advisor. We strive to develop innovative solutions to address each client’s situation, focusing on ‘Return on Life,’ as well as ‘Return on Investment.’ These solutions often go beyond financial advice and may involve our strategic alliances with a respected network of Estate Planning, Tax, and Insurance professionals. Wade Behlen, Director of Retirement Plans/Foundation, was named to the 2015 Financial Times ‘Top 401 Retirement Plan Advisors’ list in June, 2015. Top advisors were chosen based on several criteria, including AUM in DC Plans; degree of specialization in DC Plan advising; growth in DC Plan AUM; growth in number of DC Plans advised; average population rate in advised DC Plans; years of experience as a DC Planner; industry certifications; and compliance record. Wade and Feltz WealthPlan were the only Advisor and firm selected in the state of Nebraska. The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times (May, 2015). The FT 401 is based on data gathered from financial advisors, firms, regulatory disclosures, and the FT’s research. Neither the brokerage nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401. Advisory services offered through Feltz WealthPlan, DBA of WealthPlan Partners. Feltz WealthPlan and Securities America, Inc., are separate entities. The third party comments displayed are not verified and may not be accurate and are not necessarily representative of all client experiences. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
