Lisa A. Kirchenbauer
OMEGA WEALTH MANAGEMENT LLC
ARLINGTON, VA 22203
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CRD#: 1417771
Professional summary
Lisa Anne Kirkpatrick Kirchenbauer, CFP®, who also goes by Lisa A K Kirchenbauer, Lisa Anne Kirkpatrick, is a registered financial advisor currently at OMEGA WEALTH MANAGEMENT LLC located in Arlington, Virginia.
Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Lisa has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Biography
I am a Registered Life Planner through the Kinder INstitute of Life Planning as well as trainer and mentor for other financial advisors looking to incorporate life planning into their financial planning practices.
Question & Answer
What are your service offerings?
Life Transitions
Retirement Planning
Comprehensive Financial Planni...
Business Succession Planning
Inheritance
Investment Planning
Small Business Planning
Do you have an area of expertise or specialization?
Entrepreneurs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Women's Financial Planning Iss...
What is your minimum asset requirement?
5M
Are you a "fiduciary"?
Yes
Aliases
Lisa A K Kirchenbauer | Lisa Anne Kirkpatrick
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OMEGA WEALTH CONSULTING, LLC; ARLINGTON, VA; NOT INVESTMENT-RELATED; BUSINESS & LIFE PLANNING CONSULTING; PRESIDENT; START 03/2009; MS. KIRCHENBAUER DEVOTES APPROXIMATELY (5% OF HER TIME) TO THIS OTHER BUSINESS ACTIVITY; OFFERS TRAINING, COACHING AND CONSULTING SERVICES TO INSTITUTIONS, SMALL BUSINESSES, AND INDIVIDUALS IN THE AREAS OF BUSINESS AND LIFE PLANNING.
CRS (Client Relationship Summary) - RIA
Click below to view Lisa Anne Kirkpatrick Kirchenbauer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1990
Experience
Current
October 1, 2004 - Present
OMEGA WEALTH MANAGEMENT LLC
Office #1: 4501 N Fairfax Dr Suite 602, Arlington, VA 22203RIA
CRD#: 132580
ARLINGTON, VA
Past
January 16, 2004 - January 16, 2004
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
ARLINGTON, VA
Past
October 31, 2003 - September 30, 2004
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
LINCOLN, NE
Past
April 29, 2002 - September 30, 2004
THE ADVISORS GROUP, INC.
RIA
CRD#: 14035
ARLINGTON, VA
Past
April 20, 1987 - October 31, 2003
THE ADVISORS GROUP, INC.
BD
CRD#: 14035
BETHESDA, MD
Past
January 21, 1987 - June 12, 1987
E. F. HUTTON & COMPANY INC
BD
CRD#: 235
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OW
OMEGA WEALTH MANAGEMENT LLC
KIRCHENBAUER FINANCIAL MANAGEMENT & CONSULTING | OMEGA WEALTH MANAGEMENT LLC | OMEGA WEALTH CONSULTING | KIRCHENBAUER, LISA ANNE KIRKPATRICK | KIRCHENBAUER, LISA A.K.
CRD#: 132580 / SEC#: 801-112348
RIA
Registered Investment Advisory firm - (1/19/2018 Approved)District of Columbia
Registered Investment Advisory firm - (1/26/2018 Terminated)Maryland
Registered Investment Advisory firm - (3/30/2018 Terminated)Texas
Registered Investment Advisory firm - (1/26/2018 Terminated)Virginia
Registered Investment Advisory firm - (1/29/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(4/30/2015)
IAR
Virginia(10/1/2004)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
OW
OMEGA WEALTH MANAGEMENT LLC
KIRCHENBAUER FINANCIAL MANAGEMENT & CONSULTING | OMEGA WEALTH MANAGEMENT LLC | OMEGA WEALTH CONSULTING | KIRCHENBAUER, LISA ANNE KIRKPATRICK | KIRCHENBAUER, LISA A.K.
CRD#: 132580 / SEC#: 801-112348
RIA
Registered Investment Advisory firm - (1/19/2018 Approved)District of Columbia
Registered Investment Advisory firm - (1/26/2018 Terminated)Maryland
Registered Investment Advisory firm - (3/30/2018 Terminated)Texas
Registered Investment Advisory firm - (1/26/2018 Terminated)Virginia
Registered Investment Advisory firm - (1/29/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4501 N Fairfax Drive Suite 602, Arlington, VA 22203
Mailing Address
Phone number
(703) 387-0919
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 637 |
| AUM (Assets Under Management) | $ 259,020,290 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/25/2025 | ||
| 01/26/2024 | ||
| 10/25/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
