FELTZ WEALTHPLAN - History of Changes


DateDescription
2024-04-04 delete email te..@feltzwp.com
2024-04-04 delete person Terry Devlin
2024-04-04 insert email br..@feltzwp.com
2024-04-04 insert person Brenden Tauber
2024-04-04 update person_description Landon Troyer => Landon Troyer
2024-04-04 update person_title Elizabeth Billings: Client Services Associate => Wealth Planning Strategist
2024-04-04 update person_title Landon Troyer: Insurance Specialist; Advisor => Wealth Advisor & Insurance Specialist; Advisor
2023-07-26 delete chieflegalofficer Chris McMillan
2023-07-26 delete email ch..@feltzwp.com
2023-07-26 delete person Chris McMillan
2023-04-17 delete source_ip 104.16.65.197
2023-04-17 delete source_ip 104.16.66.197
2023-04-17 delete source_ip 104.16.67.197
2023-04-17 delete source_ip 104.16.68.197
2023-04-17 delete source_ip 104.16.69.197
2023-04-17 insert source_ip 104.17.167.172
2023-04-17 insert source_ip 104.17.168.172
2023-04-17 insert source_ip 104.17.169.172
2023-04-17 insert source_ip 104.17.170.172
2023-04-17 insert source_ip 104.17.171.172
2022-11-27 insert about_pages_linkeddomain advgrp.co
2022-11-27 insert contact_pages_linkeddomain advgrp.co
2022-11-27 insert index_pages_linkeddomain advgrp.co
2022-11-27 insert management_pages_linkeddomain advgrp.co
2022-11-27 insert service_pages_linkeddomain advgrp.co
2022-10-17 update person_description Austin Miller => Austin Miller
2022-10-17 update person_description Landon Troyer => Landon Troyer
2022-08-04 insert management_pages_linkeddomain formtitan.com
2022-08-04 insert management_pages_linkeddomain riskalyze.com
2022-08-04 update person_description Joshua Mueller => Joshua Mueller
2022-08-04 update person_title Lynn Devereaux: Financial Client Services Associate => Client Services Associate
2022-04-28 update person_title Jamie O'Brien: Advisor; Member of the Ryan Feltz Support Team; Wealth Advisor & Partner => Partner & Wealth Advisor; Advisor; Member of the Ryan Feltz Support Team
2022-04-28 update person_title Ryan Feltz: Advisor; Wealth Advisor & Partner => Partner & Wealth Advisor; Advisor
2022-03-28 delete contact_pages_linkeddomain apple.com
2022-03-28 delete contact_pages_linkeddomain joinwpp.com
2022-03-28 delete contact_pages_linkeddomain sec.gov
2022-03-28 delete email ta..@feltzwealth.com
2022-03-28 delete index_pages_linkeddomain apple.com
2022-03-28 delete index_pages_linkeddomain joinwpp.com
2022-03-28 delete index_pages_linkeddomain sec.gov
2022-03-28 delete management_pages_linkeddomain apple.com
2022-03-28 delete management_pages_linkeddomain joinwpp.com
2022-03-28 delete management_pages_linkeddomain sec.gov
2022-03-28 insert email ta..@feltzwp.com
2022-03-28 update person_title Jamie O'Brien: Wealth Advisor => Advisor; Member of the Ryan Feltz Support Team; Wealth Advisor & Partner
2022-03-28 update person_title Ryan Feltz: Wealth Advisor => Advisor; Wealth Advisor & Partner
2022-02-09 delete cfo Karen Kennedy
2022-02-09 delete coo Janice Bjornstad
2022-02-09 delete email au..@feltzwealth.com
2022-02-09 delete email br..@feltzwp.com
2022-02-09 delete email du..@feltzwp.com
2022-02-09 delete email ja..@feltzwp.com
2022-02-09 delete email ka..@feltzwp.com
2022-02-09 delete person Brady Happe
2022-02-09 delete person Dustin Dorhout
2022-02-09 delete person Janice Bjornstad
2022-02-09 delete person Karen Kennedy
2022-02-09 insert casestudy_pages_linkeddomain sec.gov
2022-02-09 insert contact_pages_linkeddomain sec.gov
2022-02-09 insert index_pages_linkeddomain sec.gov
2022-02-09 insert management_pages_linkeddomain sec.gov
2022-02-09 insert service_pages_linkeddomain sec.gov
2021-10-02 delete email ki..@wealthplan.partners
2021-10-02 insert email ki..@feltzwp.com
2021-09-01 delete email ka..@feltzwealth.com
2021-09-01 delete email rh..@feltzwp.com
2021-09-01 delete person Kailen Amedo
2021-09-01 insert email rh..@feltzwp.com
2021-09-01 update person_description Karen Kennedy => Karen Kennedy
2021-07-25 insert email te..@feltzwp.com
2021-07-25 insert person Terry Devlin
2021-06-21 insert personal_emails rh..@feltzwp.com
2021-06-21 delete email ja..@feltzwp.com
2021-06-21 delete email sa..@wealthplan.partners
2021-06-21 delete person Sally Graham
2021-06-21 insert email au..@feltzwp.com
2021-06-21 insert email rh..@feltzwp.com
2021-04-23 insert email rh..@feltzwp.com
2021-04-23 insert person Rhonda Corliss
2021-04-23 update person_description Austin Miller => Austin Miller
2021-04-23 update person_title Austin Miller: Junior Financial Planner => Member to the Firm; Wealth Advisor
2021-01-31 delete email sa..@feltzwp.com
2021-01-31 delete person Sara Rice
2021-01-31 insert email au..@feltzwealth.com
2021-01-31 insert email ka..@feltzwealth.com
2021-01-31 insert email ki..@wealthplan.partners
2021-01-31 insert email sa..@wealthplan.partners
2021-01-31 insert person Austin Miller
2021-01-31 insert person Kailen Amedo
2021-01-31 insert person Kimberly Legary
2021-01-31 insert person Sally Graham
2021-01-31 update person_description Brady Happe => Brady Happe
2021-01-31 update person_description Dustin Dorhout => Dustin Dorhout
2020-09-30 delete address 8 million jobs were added to the U.S. economy in
2020-09-30 delete email le..@feltzwp.com
2020-09-30 delete person Lesley Jenkins
2020-09-30 insert email br..@feltzwp.com
2020-09-30 insert person Brady Happe
2020-07-22 delete email st..@feltzwp.com
2020-07-22 delete person Stephanie Reese
2020-07-22 insert address 8 million jobs were added to the U.S. economy in
2020-05-22 insert email sa..@feltzwp.com
2020-05-22 insert person Sara Rice
2020-04-21 delete email br..@wealthplan.partners
2020-04-21 delete person Brenda Anderson
2020-04-21 insert email ta..@feltzwealth.com
2020-04-21 insert person Tad Singer
2020-03-22 insert email br..@wealthplan.partners
2020-03-22 insert person Brenda Anderson
2020-01-17 insert casestudy_pages_linkeddomain caprivacy.org
2020-01-17 insert contact_pages_linkeddomain caprivacy.org
2020-01-17 insert index_pages_linkeddomain caprivacy.org
2020-01-17 insert management_pages_linkeddomain caprivacy.org
2020-01-17 insert service_pages_linkeddomain caprivacy.org
2019-12-17 delete email sy..@feltzwp.com
2019-12-17 delete person Sydni Bechler
2019-12-17 insert email st..@feltzwp.com
2019-12-17 insert person Stephanie Reese
2019-12-17 update person_description Bryce Confer-Wood => Bryce Confer-Wood
2019-12-17 update person_description Katie Hill => Katie Hill
2019-11-17 update person_description Sydni Bechler => Sydni Bechler
2019-09-16 insert email du..@feltzwp.com
2019-08-17 insert email br..@feltzwp.com
2019-08-17 insert person Bryce Confer-Wood
2019-08-17 insert person Dustin Dorhout
2019-06-17 insert otherexecutives Emily Codr
2019-06-17 insert email ka..@feltzwp.com
2019-06-17 insert email ki..@feltzwp.com
2019-06-17 insert person Kaity Brown
2019-06-17 insert person Kim Jurgens
2019-06-17 update person_title Dixie Miller: Executive Assistant to Todd Feltz; Executive Assistant to the President; Executive Assistant => Executive Assistant to Todd Feltz; Executive Assistant to the President; Executive Assistant, FPQP™
2019-06-17 update person_title Emily Codr: Key Account Executive; Key Account Executive / Retirement Plans / Foundations; Member of the Feltz Wealth PLAN => Member of the Feltz Wealth PLAN; Director of Client Services; Director of Client Services / Retirement Plans / Foundations
2019-02-10 delete email ma..@feltzwp.com
2019-02-10 delete person Matthew Mellema