Broker Check
 

Meet Your Advisor

“Participating in your financial future is both a great privilege and a responsibility we take very seriously at WealthPLAN Partners. We listen to you, guide you, and together we’ll be there when you need us…We’re With You.” – Todd Feltz, President & CEO, WealthPLAN Partners


Branches

WealthPLAN Partners
300 Park Avenue
12th Floor
New York, NY 10022
212-203-4545
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Colorado:

Charles E. Prather, IV CFA®, CFP®                 
Westminster

8778 Wolff Court
Suite 200
Westminster, CO 80031
720-542-3531
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Jason Pott                 
Westminster

8778 Wolff Court
Suite 200
Westminster, CO 80031
303-317-3775
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Delaware

Wayne Wagner
Wilmington

Vizionary Wealth Management
11 Middleton Drive
Wilmington, DE 19808
302-635-9400
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Iowa

Kimberly Stoll
Camanche

Independent Investment Services
1805 S Washington Blvd
Camanche, IA 52730
563-259-4030
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Kansas:

Randy Coble
Overland Park

Coble McCune Wealth Management
9001 W 110th Street
Suite 280
Overland Park, KS 66210
913-491-1010
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Brent McCune
Overland Park

Coble McCune Wealth Management
9001 W 110th Street
Suite 280
Overland Park, KS 66210
913-491-1010
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Nebraska:

Feltz WealthPLAN - Omaha
Meet Our Advisors
Meet Our Retirement Plans /
Foundations Experts
      

101 South 108th Ave
2nd Floor
Omaha, NE 68154
402-691-0200
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Jeremy Armagost, CFP®
Kearney

Centerline Financial
109 E 52nd Street
Suite 1
Kearney, NE 68847
308-698-1122
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Kurt Kechely
Lincoln

Kechely Wealth Management
3440 Madison Avenue
Lincoln, Nebraska 68504
402-434-4770
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Mike Moravec
David City

Moravec Financial Advisors, Inc.
527 4th Street
David City, NE 68632
402-367-4950
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Roger Augustyn
Omaha

Financial Solutions, Inc.
11422 Miracle Hills Dr
Suite 310
Omaha, NE 68154
402-991-7778
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Tod Masin
Lincoln

MasinMisko
4827 Pioneers Boulevard
Suite B
Lincoln, NE 68506
402-486-4209
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Bill Misko
Lincoln

MasinMisko
4827 Pioneers Boulevard
Suite B
Lincoln, NE 68506
402-486-4209
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New Jersey:

Richard J. Holle, Jr.
Bayonne

140-A LeFante Way
South Cove Commons
Bayonne, NJ 07002
888-707-3847
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New York:

Tom Hamilton
Fairport

Hamilton Wealth Management
101 Sully's Trail, Building 20
Pittsford, NY 14534
877-589-9658
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New York City:

Robert W. Taylor, CFP®
New York City

WealthPLAN Partners
300 Park Ave
12th Floor
New York, NY 10022
212-203-4545
Map »

Robert C. Keating
New York City

WealthPLAN Partners
300 Park Ave
12th Floor
New York, NY 10022
212-203-4545
Map »

North Carolina:

Paul J. Pittman, CFP®
Raleigh

The Preferred Client Group
116 N West Street
Suite 220
Raleigh, NC 27603
919-459-4171
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John Carson
Raleigh


The Preferred Client Group
116 N West Street
Suite 220
Raleigh, NC 27603
919-459-4172
Map »