Kevin
O'Mara
Wealthplan Investment Management LLC
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About this Advisor
Kevin O'Mara is a certified financial planner based out of Omaha, Nebraska with 1 year of relevant experience. O'Mara is currently employed by Wealthplan Investment Management LLC. The advisor has gained experience at Dpf Financial Inc, Linsco Private Ledger, Feltz Wealthplan, Inc, Securities America, Inc, Wealthplan Partners, LLC and Wealthplan Investment Management, LLC. O'Mara maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Nebraska. Wealthplan Investment Management LLC is a financial advisory business headquartered in Omaha, NE. It has $870 million in assets across its 1,096 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm provides services to seven charities and foundations. Of its 1,096 customer accounts, 18% are held by high-net-worth clients who have at least $1 million in assets available to invest. Wealthplan Investment Management LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management largely depend on which services the firm provides the client. Fee types billed by Wealthplan Investment Management LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthplan Investment Management LLC Brokerage Details
$869,707,596
26
1,096
$793,529
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Kevin O'Mara Work History
Kevin has been registered as a financial advisor for 1 years.*
Wealthplan Investment Management, LLC
Wealthplan Partners, LLC
Securities America, Inc
Feltz Wealthplan, Inc
Dpf Financial Inc
Linsco Private Ledger
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Wilmington, DE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
