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Omar Aguilar

BLUE LADDER FINANCIAL PLANNING
Benbrook, TX
Some features on this profile are disabled
CRD#: 6014824
OA

Professional summary

Omar Aguilar, who also goes by Omar Padilla Aguilar, is a registered financial advisor currently at BLUE LADDER FINANCIAL PLANNING, LLC located in Benbrook, Texas.

Omar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Omar has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Omar Padilla Aguilar

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.
(1)Name of the other business: Air Force Reserve ; Whether the business is investment-related: No ; Address of the other business: Dyess AFB ; Nature of the other business: Military ; Your position, title, or relationship with the other business: A1C ; The start date of your relationship: 5/7/2019 ; The approximate number of hours/month you devote to the other business: 21 - 40 ; The number of hours you devote to the other business during securities trading hours: 0 ; Briefly describe your duties relating to the other business: Munitions Systems (2)Name of the other business: Benbrook Economic Development Committee ; Whether the business is investment-related: No ; Address of the other business: 911 Winscott Rd. Benbrook Tx 76126 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Board Member Place 7 ; The start date of your relationship: 1/18/2022 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: The board meets once a month to go discuss what type of businesses would the residents most enjoy/benefit from. We work with businesses to try and bring their business to Benbrook and work with current businesses in Benbrook who are struggling. We have authority to give grants and offer incentives for new and existing businesses.

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CRS (Client Relationship Summary) - RIA

Click below to view Omar Aguilar'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®
None

Experience

Current

April 28, 2022 - Present

BLUE LADDER FINANCIAL PLANNING, LLC

RIA
CRD#: 319431
Benbrook, TX
Past

April 12, 2016 - May 3, 2022

FIRST COMMAND ADVISORY SERVICES

RIA
CRD#: 281958
Fort Worth, TX
Past

February 29, 2016 - May 3, 2022

FIRST COMMAND BROKERAGE SERVICES, INC.

BD
CRD#: 3641
FORT WORTH, TX
Past

April 22, 2013 - March 2, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
FT. WORTH, TX

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
(4/28/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/11/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/21/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/19/2013
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BL
BLUE LADDER FINANCIAL PLANNING, LLC
BLUE LADDER FINANCIAL PLANNING, LLC

CRD#: 319431 / SEC#:

Texas
Registered Investment Advisory firm - (4/28/2022 Approved)
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Contact information

Main Address
Benbrook, TX
Mailing Address
Phone number
(817) 201-6840
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

BLUE LADDER FINANCIAL PLANNING, LLC

CRD#: 319431Benbrook, TX

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