Jenny Feltz

Financial Assistant at WealthPlan Partners - Omaha, NE, US

Jenny Feltz's Colleagues at WealthPlan Partners
Wade Behlen

Managing Director of Retirement Plans/Foundations

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Angela Armagost

Marketing Consultant

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Katie Hill

Chief Compliance Officer and Director of Supervision

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Robert Taylor

Managing Partner

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Ward Behlen

Director of Fiduciary Services

Contact Ward Behlen

Kaitlyn Brown

Marketing Manager

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Jeremy Armagost

Certified Financial Planner™

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Jenny Feltz's Contact Details
Email (Verified)
***@wealthplan.partners
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Omaha, Nebraska, United States
Company
WealthPlan Partners
Jenny Feltz's Company Details
WealthPlan Partners logo, WealthPlan Partners contact details

WealthPlan Partners

Omaha, NE, US • 20 - 49 Employees
Financial Services

Each investor has unique financial goals that change as they pass through the various phases of life – Accumulation, Preservation, and Distribution. WealthPlan Partners recognized that simply being an Asset Management firm wasn't enough. Our clients deserve superior quality Financial Planning services also.Our Investment Management Team uses the Strategy Diversification approach to construct models specifically for your needs, while the Financial Planning Team uses our unique Vision1 planning tool to provide a comprehensive financial plan for you and your family.While no firm can guarantee success, our fee-based approach ensures that we don't succeed unless you succeed.

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Frequently Asked Questions about Jenny Feltz
Jenny Feltz currently works for WealthPlan Partners.
Jenny Feltz's role at WealthPlan Partners is Financial Assistant.
Jenny Feltz's email address is ***@wealthplan.partners. To view Jenny Feltz's full email address, please signup to ConnectPlex.
Jenny Feltz works in the Financial Services industry.
Jenny Feltz's colleagues at WealthPlan Partners are Wade Behlen, Angela Armagost, Katie Hill, Robert Taylor, Ward Behlen, Kaitlyn Brown, Jeremy Armagost and others.
Jenny Feltz's phone number is N/A
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