FT
Feltz, Todd, Arthur
CRD 1030101
Firms
No current firm registrations on file.
Ownership stakes
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Wealthplan Investment Management Llc
Managing Member & Chairman · Less than 5% · Dec 2024
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Wealthplan Investment Management Llc
Partner · 25% – 50% · Dec 2024
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Wealthplan Partners, Llc
General Partner · 25% – 50% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗