Broker Check

Our Team

Todd Feltz

Todd Feltz, CEO, CFP®, CFS

Financial Advisor & President - Feltz WealthPlan

402.697.5450

Brent O'Mara

Brent O'Mara, CFS®, AIF®

Senior Wealth Advisor - Feltz WealthPlan

402.697.5447

Kevin O'Mara

Kevin O'Mara, CFP®

Wealth Advisor - Feltz WealthPlan

Ryan Feltz

Ryan Feltz

Wealth Advisor - Feltz WealthPlan

Tad Singer

Tad Singer

Sr. Wealth Advisor - Feltz WealthPlan

Jamie O'Brien

Jamie O'Brien

Wealth Advisor - Feltz WealthPlan

Dan Feltz

Dan Feltz CFP®,CFS

Principal, Wealth Advisor - Feltz WealthPlan

Chuck Prather

Charles E. Prather IV, CFP®, CFA®

Wealth Advisor|Founding Partner - WealthPlan Partners

Rich Holle

Rich Holle

Founding Partner - WealthPlan Partners

Brad McClellan

WealthPlan Partners - Wealth Advisor

Paul Pittman

Paul Pittman

Certified Financial Planner - The Preferred Client Group

Randy Coble

Randy Coble

Senior Wealth Advisor - WealthPlan Partners

Brent McCune

Brent McCune

Sr. Wealth Advisor - WealthPlan Partners

Bill Misko

Bill Misko

Investment Advisor Representative - Masin|Misko

Tod Masin

Tod Masin, LUTCF

Investment Advisor Representative - Masin|Misko

Jeremy  Armagost

Jeremy Armagost, CFP®, RICP®, WMCP®

Certified Financial Planner - WealthPlan Partners

Kim Stoll

Kim Stoll

Financial Advisor - Independent Investment Services

Mike Moravec

Mike Moravec

CPA & Advisor - Moravec Financial

Tom  Hamilton

Thomas M. Hamilton, AAMS

Private Wealth Manager - Hamilton Wealth Management

Jason Pott

Jason Pott

Financial Advisor - WealthPlan Partners

303.317.3775

844.308.6733

Wayne Wagner

Wayne Wagner, Jr., ChFC

President - Vizionay Wealth Management

Robert Keating

Robert C. Keating

Senior Wealth Advisor - WealthPlan Partners

Michael Presti

Michael Presti

Senior Wealth Advisor - WealthPlan Partners

Shawn  Hanquist

Shawn Hanquist

Financial Advisor - Fit Wealth

Garth Terlizzi

Wealth Advisor - WealthPlan Partners

Rachel Kechely

Rachel Kechely

Investor Advisor - Kechely Wealth Management

Erik Ogard

Erik Ogard

Practice Manager - WealthPlan Partners

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.