The
WealthPlan Executives

Brent O’Mara

Owner and Financial Advisor

Brent O’Mara joined WealthPlan in 2000 as a Wealth Advisor. His unceasing drive to help his clients better their lives through financial planning and smart investing quickly made him one of the organization’s most important members.

In 2014, Brent became a partner at Feltz WealthPlan to help convert the RIA to a growth platform and recruit like-minded advisors. Since then, the firm has grown from $700 million to $2.8 billion in assets under management.

Brent’s passion for his clients flows into the rest of his life as well. He supports many charitable causes in the Omaha community, including Playsmart, Angels Among Us, Make a Wish, the Susan Komen Foundation, American Heart Association, and the American Cancer Society. He’s also a die-hard Nebraska football fan and enjoys being active in youth sports with his wife, Erin, and their three children.

Brent O’Mara

Owner and Financial Advisor

Todd Feltz

Founder, Feltz WealthPLAN and WealthPlan Partners

Todd Feltz is the man who started it all. In 1989, he had a vision that investors needed a financial guide more focused on their planning needs than on commission-based sales, and he founded Feltz WealthPlan to fill that need.

Throughout the years, Todd has remained passionate about serving his clients with unbiased financial advice. As a result, he has been named one of the best financial advisors in American multiple times.

Todd’s vision for serving clients first has been extended with WealthPlan Partners, which offers advisors across the country the opportunity to join an organization that provides them with the resources and support they need to deliver client service the way that Todd has always wanted.

Todd Feltz

Founder, Feltz WealthPLAN and WealthPlan Partners

Wade Behlen

Owner and Managing Director of Retirement Plan & Foundation Solutions

Before joining WPP, Wade worked in the medical industry helping businesses and patients improve their physical wellness. Since 2006, Wade and his team have helped WPP’s companies and foundation clients with their financial wellness. His team consists of “prudent experts” acting as fiduciaries, concentrating their expertise on working with company retirement plans, plan participants, foundations and their committees.

WPP advisors can introduce Wade’s specialized team as one of their own partners. Advisors who lacked the resources, experience or knowledge to grow their retirement plan or foundation client base in the past can now grow with a team of professionals on their side – their own retirement plan or foundation “specialist team.”

Wade Behlen

Owner and Managing Director of Retirement Plan & Foundation Solutions

TheWealthPlan Executives

Brent O’Mara

Todd Feltz

Wade Behlen

1-844-564-6977

The
WealthPlan Executives