Feltz WealthPlan Email Formats
Financial Services • 
Omaha, Nebraska, United States • 21-50 Employees
Feltz WealthPlan Email Formats
Feltz WealthPlan uses 4 email formats. The most common is {first initial} (e.g., j@feltzwp.com), used 56% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@feltzwp.com | 56% |
{first initial}{last name} | jdoe@feltzwp.com | 20% |
{first name} | john@feltzwp.com | 16% |
{first name}{last name} | johndoe@feltzwp.com | 8% |
Key Contact at Feltz WealthPlan
Dixie Miller
Executive Assistant To The President
Company overview
| Headquarters | 101 South 108th Avenue, Second Floor, Omaha, Nebraska 68154, US |
| Phone number | +14026910200 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Planning, College Planning, Retirement Planning, Financial Planning, Estate Planning |
| Founded | 1986 |
| Employees | 21-50 |
| Socials |
About Feltz WealthPlan
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. Clients have unique investment goals and objectives that change as they pass through each phase of their life. Accumulation, Preservation, and Distribution of assets represent the ultimate challenge for investors. Feltz WealthPLAN’s mission is to provide a comprehensive customized financial plan to help guide our clients through these challenges. We are and have been committed for 30 years to building a culture of compassion and competence in our staff, so each team member can take pride in their contribution to our client’s well-being. Securities offered through Securities America, Inc. Member FINRA (www.finra.org)/SIPC (www.sipc.org). Advisory services offered through Feltz WealthPLAN, DBA of WealthPLAN Partners. Feltz WealthPLAN is not affiliated with the Securities America companies. The third party comments displayed are not verified and may not be accurate and are not necessarily representative of all client experiences. For a list of states in which we are registered to do business, please visit our website below. Please see our website for full disclosures.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Feltz WealthPlan has 14 employees across 4 departments.
Departments
Number of employees
Funding Data
Feltz WealthPlan has never raised funding before.
Feltz WealthPlan Tech Stack
Discover the technologies and tools that power Feltz WealthPlan's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Search engines
Security
Maps
JavaScript libraries
JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
Analytics
Singapore
Australia
Eswatini
Frequently asked questions
4.8
40,000 users
