Todd Feltz, president and CEO of Feltz WealthPlan in Omaha, Neb., has launched WealthPlan Partners, a registered investment advisor, to create a network of independent advisors, WealthPlan Partners announced Thursday.
One of LPL Financial’s top producing advisors for the past 25 years, Feltz and his team at WealthPlan Partners are actively recruiting new advisors to join the network. Firms joining WealthPlan Partners will remain independent and keep their own brand.
The firm recently added Silverleaf Wealth Management, a financial planning firm based in Omaha, to its network. Previously affiliated with Waddell & Reed Inc., Silverleaf includes advisors Justin Gibson, Curt Krueger and Joel Wing. The group manages approximately $220 million in client assets.
WealthPlan Partners has a total of 15 advisors and approximately $1.5 billion in assets under advisement and management.