The WealthPlan Story

WealthPlan is a firm built by advisors, for advisors, from the very beginning. Follow along with our story as we’ve grown from regional, commission-based investing into one of the nation’s largest independent advisory firms.

  • Sep 21, 2020

    1989

    Todd Feltz creates Financial Enterprises.

  • Sep 21, 2020

    1991

    Financial Enterprises becomes Carson Feltz Retirement Planning.

  • Sep 21, 2020

    1994

    We move from commission-based business to advisory business.

  • Sep 21, 2020

    2000

    Our first CIO is hired and introduces our first model portfolios.

  • Sep 21, 2020

    2001

    The firm is renamed Feltz WealthPlan.

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  • Sep 21, 2020

    2007

    A retirement plan services division is added (later renamed to Signature 401(k) Services) and quickly becomes a national leader in the space.

  • Sep 21, 2020

    2009

    The Vision1 financial planning program is launched to provide advisors with a comprehensive planning and client experience tool.

  • Sep 21, 2020

    2010

    We trademark the AutoEducate financial wellness program for plan participants.

  • Sep 21, 2020

    2013

    We surpass $600 Million in AUM.

  • Sep 21, 2020

    2014

    WealthPlan grows with the addition of Schwab as a custodian, the opening of branch offices in six states, and the launch of the Business Development Program designed to give advisors full access to WealthPlan services while maintaining ownership of their firm.

  • Sep 21, 2020

    2015

    The Advisor Management Portal launches to give advisors compliance-approved marketing materials and custom-branded proposal generation.

    U.S. Financial Magazine names WealthPlan one of the fastest-growing RIAs in the country.

  • Sep 21, 2020

    2016

    WealthPlan transitions to Securities America.

    We surpass $2 billion in AUM.

  • Sep 21, 2020

    2017

    Brent O’Mara and Wade Behlen become co-owners of WealthPlan.

  • Sep 21, 2020

    2018

    WealthPlan extends into 8 additional states.

  • Sep 21, 2020

    2019

    WealthPlan joins the TD Ameritrade Advisor Direct program to serve retail clients looking for comprehensive financial planning.

    We surpass $2.6 billion in AUM.

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