Based in Omaha, NE, Feltz Wealthplan stands as a testament to a journey shaped by advisors, for advisors. Its roots trace back to a time when regional, commission-based investing laid the foundation for its evolution into one of the country's premier independent advisory firms. A narrative of growth and expertise unfolds within these walls, reflecting a commitment to empowering advisors with innovative solutions and unwavering support.
Immersed in the vibrant financial landscape of Omaha, NE, Feltz Wealthplan embodies a legacy crafted by visionaries dedicated to redefining the standards of advisory services. From its inception, the firm has thrived on the principles of collaboration, integrity, and a relentless pursuit of excellence. As one of the leading independent advisory firms in the nation, Feltz Wealthplan continues to pave the way for innovative approaches to wealth management, setting a benchmark for the industry's best practices.
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