Kevin
O'Mara
Wealthplan Investment Management LLC
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About this Advisor
Kevin O'Mara is a financial advisor based in Omaha, Nebraska, working with Wealthplan Investment Management LLC. Kevin has previously held positions at Dpf Financial Inc, Linsco Private Ledger, Feltz Wealthplan, Inc, Securities America, Inc, Wealthplan Partners, LLC, and Wealthplan Investment Management, LLC. Kevin has passed the Series 66 regulatory exam and is registered to provide services in Nebraska. Currently, Kevin is part of Wealthplan Investment Management LLC, which operates out of Omaha, Nebraska. The firm has 1 office and 29 employees. The firm manages assets totaling $988.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Wealthplan Investment Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthplan Investment Management LLC Brokerage Details
$988,870,507
29
2,114
$467,772
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Kevin O'Mara Work History
Wealthplan Investment Management, LLC
Wealthplan Partners, LLC
Securities America, Inc
Feltz Wealthplan, Inc
Dpf Financial Inc
Linsco Private Ledger
Disclosures
Please visit the SEC profile of Kevin O'Mara to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthplan Investment Management LLC
Austin, TX
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Wilmington, DE
Omaha, NE
Omaha, NE
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
