About Us
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Retirement Team
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Advisors
Wade Behlen, AIFA®
Managing Director, Retirement Plans/Foundation
With a degree in Marketing Management from the University of Nebraska at Kearney, Wade joined Feltz WealthPLAN in 2007 to spearhead the company’s Group Retirement Plan Division. With over 23 years of business-to-business sales management experience, Wade brings a unique perspective to the division he directs.
“When I was offered the opportunity to head up the Retirement group at Feltz WealthPLAN, I didn’t hesitate! As a client, I knew from experience the quality of service provided by the Feltz team, and I knew their reputation for integrity and intelligent, independent counsel was well-deserved.”
Scope of Work and Greatest Satisfaction
Having viewed the company from outside and in, Behlen says that he can point to several things that make Feltz WealthPLAN unique, including the company’s strong leadership and talented, specialized staff. In addition, the cooperative-team concept the firm employs also uniquely enables the delivery of superior client service. Finally, he adds, the firm’s infrastructure allows for flexibility and continued growth. Not many other firms can say that!
Wade enjoys building and strengthening relationships and assisting business owners in pursuing their corporate goals through the management of their retirement plans. Working with a variety of companies, he particularly finds fulfillment in the diversity of business owners’ visions and helping them realize their aspirations.
“I get a great deal of satisfaction getting to know our corporate clients – who they are, how they feel and what they want to accomplish. Many have told me that their relationship with Feltz WealthPLAN gives them more confidence than those they’ve had with previous firms.”
Community Involvement
On a personal note, Wade and his wife, Christine, have two sons, Weston and Wyatt. Wade is active in his church and the community and enjoys family activities and sports, in particular golf, basketball, and swimming. Wade has lived in the Omaha area for over twenty years.
Awards and Recognitions
Wade was named to the 2018 Financial Times ‘Top 401 Retirement Plan Advisors’ list in September, 2018. This is the second time Wade has been selected, his first was in 2015.Top advisors were chosen based on several criteria, including AUM in DC Plans; degree of specialization in DC Plan advising; growth in DC Plan AUM; growth in number of DC Plans advised; average population rate in advised DC Plans; years of experience as a DC Planner; industry certifications; and compliance record. Wade and Feltz WealthPLAN were the only Advisor and firm selected in the state of Nebraska. **
Wade was named to the 2019 Financial Times ‘Top 401 Retirement Plan Advisors’ list in October, 2019. This is the third time Wade has been selected, his first was in 2015.Top advisors were chosen based on several criteria, including AUM in DC Plans; degree of specialization in DC Plan advising; growth in DC Plan AUM; growth in number of DC Plans advised; average population rate in advised DC Plans; years of experience as a DC Planner; industry certifications; and compliance record. **
Certificates/Registrations/Designations/Licenses
- Series 6*
- Series 63*
- Series 65*
- Accredited Investment Fiduciary Analyst® AIFA®
*Securities registrations held with Securities America.
**The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times (May, 2015). The FT 401 is based on data gathered from financial advisors, firms, regulatory disclosures, and the FT’s research. Neither the brokerage nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401.
Wade Behlen
Managing Director, Retirement Plans/Foundation
Christine Behlen
New Business Coordinator
Christine Behlen
New Business Coordinator
Emily Codr, AIF®
Director of Client Services
Emily has been a member of the Feltz Wealth PLAN team since 2010. She maintains life/health/annuities license and Series 6* Registration and brings 15 years Retirement Plan industry experience to our firm.
As Director of Client Services for Retirement Plans/Foundations and Auto Educate ManagerTM, Emily takes an active role as liaison between the client, Investment Company and recordkeepers for Qualified Plans. Her responsibilities include managing the Auto EducateTM processes, financial wellness education, plan conversions, and Fiduciary Plan reviews.
Emily is committed to a high level of service and attention to detail. Excellent communication skills make her a valuable resource for employers in servicing their retirement programs and building strong relationships within the community. Omaha native, Emily, attended Duchesne Academy and graduated in 2001 from the University of Kansas with a Bachelor of Science in Journalism. Passionate about volunteerism in the Omaha community, Emily serves on several boards and works closely with Christ Child Society of Omaha and is the current “Foodies” Board Treasurer for Food Bank for the Heartland.
On a personal note, Emily and her husband Jim keep busy with their four young children, Anna, Nora, Margaret and Edward. As a family, they enjoy spending time in Grand Lake, Colorado and following Creighton and KU basketball.
*Securities registrations held with Securities America.
Emily Codr
Director of Client Services
Jennifer Wilbeck
Director of Education
Jennifer recently joined the Feltz Wealth PLAN team as a Key Account Executive in our Retirement Plans/Foundations department. Her experience includes over 16 years as a private business owner with experience in training, education, consulting, and building business relationships. Jennifer has also worked in the healthcare industry as a Medical Spa Manager and a Patient Account Manager for a local Physical Therapy Clinic.
Her responsibilities with Feltz WealthPLAN include Financial Wellness Education, Plan Conversions, Fiduciary Plan Reviews and Business Development.
Jennifer is a Wyoming Native, attended college and played volleyball at the University of Nebraska at Kearney. Upon graduation, she attended Oxford University in England to study British Economics and British History.
Jennifer and her husband, Corey, keep busy with their 3 boys, Grant, Trey and Tanner. They enjoy watching their boys play baseball, basketball, and football. As a family, they enjoy spending time in the Colorado Mountains and in Wyoming.
Scope of Work
In his role as Wealth Advisor, O’Brien spends his time meeting with clients, listening to their life experiences and addressing their financial fears and desires.
“I see financial planning** like building a house. Your home needs a solid foundation to withstand harsh conditions.”
Upon developing mutual trust and a great communication channel with clients, Jamie designs and executes comprehensive financial plans that are “Client-Centric.” Jamie utilizes real-time financial management strategies that match each client’s plan to their goals. As client’s lives change, so does their plan.
“We live in a globalized world of constant change. It is more important now than ever to have a sound financial plan that is able to adjust and adapt to change.”
Greatest Satisfaction
Over the years, Jamie has met with clients who are considering retirement but want to make sure they can maintain their current lifestyle. Jamie finds that success in this career is embedded in the ability to execute a client’s plan from beginning to end and explain with confidence that income needs will be addressed, estate plans are in good order, and adequate insurance has been secured as appropriate for the situation. This is the backbone of financial planning.
“At Feltz WealthPLAN, we’re with you…preparing for and helping you enjoy your retirement.”
Community Involvement
Aside from his responsibilities as a Wealth Advisor, Jamie is a supporter and former board member of the Service League for Big Brothers and Sisters. He is also a supporter of the Angels Among Us foundation, Omaha Young Professionals, and the Omaha Junior Chamber of Commerce.
Jamie is active in various citywide sports leagues and enjoys spending time with his wife Mila, family, and friends.
Certificates/Registrations/Designations/Licenses
- Series 7*
- Series 66*
- Life & Annuities
*Securities registrations held with Securities America.
**Financial Planning offered through Feltz WealthPLAN, a Registered Investment Advisor and separate entity from Securities America.
Jennifer Wilbeck
Director of Education
Ward Behlen
Director of Fiduciary Services
Ward Behlen
Director of Fiduciary Services
Weston Behlen, CRPSTM
Shared Plan Advantage Consultant
Weston Behlen
Shared Plan Advantage Consultant