Kevin E. O'mara
WEALTHPLAN INVESTMENT MANAGEMENT LLC
Omaha, NE 68154
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CRD#: 5097837
Professional summary
Kevin Eugene O'mara, CFP® is a registered financial advisor currently at WEALTHPLAN INVESTMENT MANAGEMENT LLC located in Omaha, Nebraska.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kevin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
MARSHA HEINEMAN HANLY SCHOLARSHIP FUND POSITION: Volunteer NATURE: Marsha-Heineman Hanly Scholarship Fund INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2012 ADDRESS: 1441 K Rd, Pender NE 68144 DESCRIPTION: Scholarship fund given to two graduating Pender High School students annually WEALTHPLAN GIVES POSITION: Organizer NATURE: WealthPLAN gives INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 101 S 108th Ave, Omaha NE 68154, United States DESCRIPTION: Raise funds to support multiple local charities in Omaha, NE, also to volunteer and support as well. ANGLES AMOUNG US; Not Investment Related; 3858 Jones St, Omaha NE 68105; Charity; Volunteer; 01/02/2022; 4 hours per month; No hours during securities trading hours; Volunteer and Member of the Advisory Board.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Eugene O'mara'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: 2019
Experience
Current
August 24, 2022 - Present
WEALTHPLAN INVESTMENT MANAGEMENT LLC
Office #1: 101 S 108th Ave 3rd Floor, Omaha, NE 68154RIA
CRD#: 311364
Omaha, NE
Past
January 15, 2020 - August 23, 2022
WEALTHPLAN PARTNERS
RIA
CRD#: 305026
OMAHA, NE
Past
November 10, 2016 - August 29, 2022
SECURITIES AMERICA, INC.
BD
CRD#: 10205
OMAHA, NE
Past
December 23, 2011 - July 10, 2020
WEALTHPLAN PARTNERS
RIA
CRD#: 158935
OMAHA, NE
Past
June 16, 2006 - January 11, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
OMAHA, NE
Past
April 6, 2006 - November 10, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
OMAHA, NE
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".
WI
WEALTHPLAN INVESTMENT MANAGEMENT LLC
FELTZ WEALTHPLAN | WEALTHPLAN PARTNERS - THE COBLE & MCCUNE TEAM | WEALTHPLAN INVESTMENT MANAGEMENT LLC | WEALTHPLAN GROUP PACIFIC NORTHWEST | WEALTHPLAN GROUP COBLE MCCUNE TEAM | WEALTHPLAN GROUP | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | OGARD PRIVATE WEALTH, LLC
CRD#: 311364 / SEC#: 801-120004
RIA
Registered Investment Advisory firm - (12/18/2020 Approved)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
Nebraska(8/24/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WI
WEALTHPLAN INVESTMENT MANAGEMENT LLC
FELTZ WEALTHPLAN | WEALTHPLAN PARTNERS - THE COBLE & MCCUNE TEAM | WEALTHPLAN INVESTMENT MANAGEMENT LLC | WEALTHPLAN GROUP PACIFIC NORTHWEST | WEALTHPLAN GROUP COBLE MCCUNE TEAM | WEALTHPLAN GROUP | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | OGARD PRIVATE WEALTH, LLC
CRD#: 311364 / SEC#: 801-120004
RIA
Registered Investment Advisory firm - (12/18/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
101 S 108th Ave 3rd Floor, Omaha, NE 68154
Mailing Address
Phone number
(402) 691-0200
Established
Firm type
Fiscal year end
# of Employees
40
SEC notice filing (33 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,957 |
| AUM (Assets Under Management) | $ 1,574,375,590 |
Red Flags
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Company Information
WEALTHPLAN INVESTMENT MANAGEMENT LLC
CRD#: 311364Omaha, NE 68154TRUST BUT VERIFY
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