Family Office
WealthPlan Group
WealthPlan Group is a US-based investment firm founded in 1989 by Todd Feltz and headquartered in Omaha, Nebraska. WealthPlan Investment Management and WealthPlan Partners are the group's subsidiaries.The investment approach is led by Chief Investment Strategist Erik Ogard, who joined in 2021 as CIO. Before joining the…
Asset classes & sectors
Digital Assets
Decision-makers
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Partner & Chief Executive Officer
Patrick Brewer
Partner & Chief Executive Officer
Todd Feltz
Founder
Erik Ogard
Chief Investment Strategist
Tyler Johnson
Research Analyst
Members only
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