The WealthPlan Story

Todd Feltz creates Financial Enterprises.

Financial Enterprises becomes Carson Feltz Retirement Planning.

We move from commission-based business to advisory business.

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

The firm is renamed Feltz WealthPlan.

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

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

We trademark the AutoEducate financial wellness program for plan participants.

We surpass $600 Million in AUM.

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.

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.

WealthPlan transitions to Securities America.

We surpass $2 billion in AUM.

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

WealthPlan extends into 8 additional states.

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

We surpass $2.6 billion in AUM.