AM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
1,572 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.6B
Fee Structure
Minimum Investment:$5K
This firm offers financial planning, consulting, and asset management services. Details on fees for these services were not included in this brochure.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance Planning
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Advisor Information
Office location
101 South 108th Avenue, Omaha, NE, 68154
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Austin is a fixed insurance producer under Feltz WealthPlan, spending a few hours per week on this activity. He also works full-time as a financial planner and wealth advisor with Wealthplan Partners.
Employment History
Current Registrations
Wealthplan Investment Management LLC
April 2025 - Present · 9 mos
Previous Registrations
Osaic Wealth, INC. Broker
June 2024 - May 2025 · 11 mos
Securities America, INC.Broker
November 2020 - June 2024 · 3 yrs 7 mos
Wealthplan Partners
September 2020 - June 2025 · 4 yrs 9 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.