WEALTHPLAN PARTNERS, LLC

HTTPS://WWW.LINKEDIN.COM/IN/BRENT-MCCUNE-1B668B1/*** OMAHA, NE Investment Advisor How do I update this listing?

Also known as:

  • FELTZ WEALTH PLAN INC

Wealthplan Partners is based out of Omaha. Wealthplan Partners is a large advisory firm with 3648 clients and discretionary assets under management (AUM) of $1,665,378,328 (Form ADV from 2019-07-01). Their last reported 13F filing for Q2 2019 included $664,280,000 in managed 13F securities and a top 10 holdings concentration of 37.26%. Wealthplan Partners's largest holding is Berkshire Hathaway Inc Class B with shares held of 264,100. Whalewisdom has at least 15 13F filings

Download 13F Summary to Excel Create Email Alert

06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $664.28 Million
  • Prior Market Value $640.591 Million
  • New Purchases26 stocks
  • Additional Purchases76 stocks
  • Sold out of45 stocks
  • Reduced holdings in124 stocks
  • Top 10 Holdings % 37.26 %
  • Turnover % [1]:29.58%
  • Turnover Alt % [2]: 13.54 %
  • Time Held Top20:4.50 quarters
  • Time Held Top10:4.90 quarters
  • Time Held All:6.14 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-08-14

Performance for Q2 2018: 5.96%
Performance Last 4 Quarters: 10.43%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

WEALTHPLAN PARTNERS
101 SOUTH 108TH AVENUE 2ND FLOOR
OMAHA NE    68154
Country: United States

Business Phone: 402-333-5454
Fax: 402-697-7271
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NE
Number of employees: 71
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 700,000,000
Total Number of Clients: 3648
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

WEALTHPLAN PARTNERS, INC.

ownership team - last updated 2019-05-29
Name Title Start Date Direct/Indirect % Ownership
FELTZ, TODD, ARTHUR PRESIDENT 08/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
FELTZ WEALTHPLAN, INC. PRESIDENT direct 2011-08-01
WEALTHPLAN PARTNERS, INC. CHIEF COMPLIANCE OFFICER direct 2011-08-01
WEALTHPLAN PARTNERS, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2011-08-01
FELTZ WEALTHPLAN, INC. PRESIDENT & CCO direct 2011-08-01
WEALTHPLAN PARTNERS, INC. MANAGING MEMBER indirect 2016-12-01
WEALTHPLAN PARTNERS, INC. PRESIDENT indirect 2016-12-01
WPP HOLDINGS, LLC MANAGING MEMBER 12/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEALTHPLAN PARTNERS, INC. MANAGING MEMBER direct 2016-12-01
MCMILLAN, CHRISTOPHER, MICHAEL CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CWM, LLC CHIEF COMPLIANCE OFFICER direct 2011-02-01
WEALTHPLAN PARTNERS, INC. CHIEF COMPLIANCE OFFICER direct 2017-01-01
FELTZ, TODD, ARTHUR MANAGING MEMBER WPP HOLDINGS, LLC 12/01/2016 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FELTZ WEALTHPLAN, INC. PRESIDENT direct 2011-08-01
WEALTHPLAN PARTNERS, INC. CHIEF COMPLIANCE OFFICER direct 2011-08-01
WEALTHPLAN PARTNERS, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2011-08-01
FELTZ WEALTHPLAN, INC. PRESIDENT & CCO direct 2011-08-01
WEALTHPLAN PARTNERS, INC. MANAGING MEMBER indirect 2016-12-01
WEALTHPLAN PARTNERS, INC. PRESIDENT indirect 2016-12-01
OMARA, BRENT, THOMAS MANAGING MEMBER WPP HOLDINGS, LLC 12/01/2016 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
WEALTHPLAN PARTNERS, INC. INDIRECT OWNER indirect 2016-12-01
WEALTHPLAN PARTNERS, INC. MEMBER indirect 2016-12-01
BEHLEN, WADE, CLEVE MANAGING MEMBER WPP HOLDINGS, LLC 12/01/2016 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
WEALTHPLAN PARTNERS, INC. INDIRECT OWNER indirect 2016-12-01
WEALTHPLAN PARTNERS, INC. MEMBER indirect 2016-12-01

WEALTHPLAN PARTNERS, INC.

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
FELTZ, TODD, ARTHUR PRESIDENT 08/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
FELTZ WEALTHPLAN, INC. PRESIDENT direct 2011-08-01
WEALTHPLAN PARTNERS, INC. CHIEF COMPLIANCE OFFICER direct 2011-08-01
WEALTHPLAN PARTNERS, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2011-08-01
FELTZ WEALTHPLAN, INC. PRESIDENT & CCO direct 2011-08-01
WEALTHPLAN PARTNERS, INC. MANAGING MEMBER indirect 2016-12-01
WEALTHPLAN PARTNERS, INC. PRESIDENT indirect 2016-12-01
WPP HOLDINGS, LLC MANAGING MEMBER 12/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEALTHPLAN PARTNERS, INC. MANAGING MEMBER direct 2016-12-01
MCMILLAN, CHRISTOPHER, MICHAEL CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CWM, LLC CHIEF COMPLIANCE OFFICER direct 2011-02-01
WEALTHPLAN PARTNERS, INC. CHIEF COMPLIANCE OFFICER direct 2017-01-01
FELTZ, TODD, ARTHUR MANAGING MEMBER WPP HOLDINGS, LLC 12/01/2016 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FELTZ WEALTHPLAN, INC. PRESIDENT direct 2011-08-01
WEALTHPLAN PARTNERS, INC. CHIEF COMPLIANCE OFFICER direct 2011-08-01
WEALTHPLAN PARTNERS, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2011-08-01
FELTZ WEALTHPLAN, INC. PRESIDENT & CCO direct 2011-08-01
WEALTHPLAN PARTNERS, INC. MANAGING MEMBER indirect 2016-12-01
WEALTHPLAN PARTNERS, INC. PRESIDENT indirect 2016-12-01
OMARA, BRENT, THOMAS MANAGING MEMBER WPP HOLDINGS, LLC 12/01/2016 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
WEALTHPLAN PARTNERS, INC. INDIRECT OWNER indirect 2016-12-01
WEALTHPLAN PARTNERS, INC. MEMBER indirect 2016-12-01
BEHLEN, WADE, CLEVE MANAGING MEMBER WPP HOLDINGS, LLC 12/01/2016 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
WEALTHPLAN PARTNERS, INC. INDIRECT OWNER indirect 2016-12-01
WEALTHPLAN PARTNERS, INC. MEMBER indirect 2016-12-01

WEALTHPLAN PARTNERS, INC.

ownership team - last updated 2018-12-17
Name Title Start Date Direct/Indirect % Ownership
FELTZ, TODD, ARTHUR PRESIDENT 08/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
FELTZ WEALTHPLAN, INC. PRESIDENT direct 2011-08-01
WEALTHPLAN PARTNERS, INC. CHIEF COMPLIANCE OFFICER direct 2011-08-01
WEALTHPLAN PARTNERS, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2011-08-01
FELTZ WEALTHPLAN, INC. PRESIDENT & CCO direct 2011-08-01
WEALTHPLAN PARTNERS, INC. MANAGING MEMBER indirect 2016-12-01
WEALTHPLAN PARTNERS, INC. PRESIDENT indirect 2016-12-01
WPP HOLDINGS, LLC MANAGING MEMBER 12/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEALTHPLAN PARTNERS, INC. MANAGING MEMBER direct 2016-12-01
MCMILLAN, CHRISTOPHER, MICHAEL CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CWM, LLC CHIEF COMPLIANCE OFFICER direct 2011-02-01
WEALTHPLAN PARTNERS, INC. CHIEF COMPLIANCE OFFICER direct 2017-01-01
FELTZ, TODD, ARTHUR MANAGING MEMBER WPP HOLDINGS, LLC 12/01/2016 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FELTZ WEALTHPLAN, INC. PRESIDENT direct 2011-08-01
WEALTHPLAN PARTNERS, INC. CHIEF COMPLIANCE OFFICER direct 2011-08-01
WEALTHPLAN PARTNERS, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2011-08-01
FELTZ WEALTHPLAN, INC. PRESIDENT & CCO direct 2011-08-01
WEALTHPLAN PARTNERS, INC. MANAGING MEMBER indirect 2016-12-01
WEALTHPLAN PARTNERS, INC. PRESIDENT indirect 2016-12-01
OMARA, BRENT, THOMAS MANAGING MEMBER WPP HOLDINGS, LLC 12/01/2016 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
WEALTHPLAN PARTNERS, INC. INDIRECT OWNER indirect 2016-12-01
WEALTHPLAN PARTNERS, INC. MEMBER indirect 2016-12-01
BEHLEN, WADE, CLEVE MANAGING MEMBER WPP HOLDINGS, LLC 12/01/2016 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
WEALTHPLAN PARTNERS, INC. INDIRECT OWNER indirect 2016-12-01
WEALTHPLAN PARTNERS, INC. MEMBER indirect 2016-12-01

WEALTHPLAN PARTNERS, INC.

ownership team - last updated 2017-05-05
Name Title Start Date Direct/Indirect % Ownership
FELTZ, TODD, ARTHUR PRESIDENT 08/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
FELTZ WEALTHPLAN, INC. PRESIDENT direct 2011-08-01
WEALTHPLAN PARTNERS, INC. CHIEF COMPLIANCE OFFICER direct 2011-08-01
WEALTHPLAN PARTNERS, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2011-08-01
FELTZ WEALTHPLAN, INC. PRESIDENT & CCO direct 2011-08-01
WEALTHPLAN PARTNERS, INC. MANAGING MEMBER indirect 2016-12-01
WEALTHPLAN PARTNERS, INC. PRESIDENT indirect 2016-12-01
FELTZ, DANIEL, PAUL PRINCIPAL WEALTH ADVISER 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
FELTZ WEALTHPLAN, INC. CHIEF COMPLIANCE OFFICER direct 2011-08-01
WEALTHPLAN PARTNERS, INC. PRINCIPAL WEALTH ADVISER direct 2014-03-01
WPP HOLDINGS, LLC MANAGING MEMBER 12/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEALTHPLAN PARTNERS, INC. MANAGING MEMBER direct 2016-12-01
MCMILLAN, CHRISTOPHER, MICHAEL CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CWM, LLC CHIEF COMPLIANCE OFFICER direct 2011-02-01
WEALTHPLAN PARTNERS, INC. CHIEF COMPLIANCE OFFICER direct 2017-01-01
FELTZ, TODD, ARTHUR MANAGING MEMBER WPP HOLDINGS, LLC 12/01/2016 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
FELTZ WEALTHPLAN, INC. PRESIDENT direct 2011-08-01
WEALTHPLAN PARTNERS, INC. CHIEF COMPLIANCE OFFICER direct 2011-08-01
WEALTHPLAN PARTNERS, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2011-08-01
FELTZ WEALTHPLAN, INC. PRESIDENT & CCO direct 2011-08-01
WEALTHPLAN PARTNERS, INC. MANAGING MEMBER indirect 2016-12-01
WEALTHPLAN PARTNERS, INC. PRESIDENT indirect 2016-12-01
OMARA, BRENT, THOMAS MEMBER WPP HOLDINGS, LLC 12/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
WEALTHPLAN PARTNERS, INC. INDIRECT OWNER indirect 2016-12-01
WEALTHPLAN PARTNERS, INC. MEMBER indirect 2016-12-01
BEHLEN, WADE, CLEVE MEMBER WPP HOLDINGS, LLC 12/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
WEALTHPLAN PARTNERS, INC. INDIRECT OWNER indirect 2016-12-01
WEALTHPLAN PARTNERS, INC. MEMBER indirect 2016-12-01

Elevate your investments