John W. Dannenbring

ALPHAOMEGA WEALTH MANAGEMENT

Lincoln, NE

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CRD#: 6715924

Professional summary

John William Dannenbring, CFP® is a registered financial advisor currently at ALPHAOMEGA WEALTH MANAGEMENT, LLC located in Lincoln, Nebraska.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. John has worked at 2 firms and has passed the Series 65 exam.

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.

- Name of other business: University of Nebraska-Lincoln - The outside business activity is NOT investment-related - Address: 730 N 14th St, Lincoln, NE 68588 - Nature of business: John teaches one section of personal finance to approximately 80 students. He lectures and facilitates tests. - Position: Lecturer of Finance - Relationship: Employee - Start Date: 08/01/2022 - Hours per month: 24 hours (6 hours per week) - Hours during trading hours: 2 hours per week - My duties in this role are to prepare lessons, lecture on the lessons, and facilitate exams.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John William Dannenbring'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^®

Certified Financial Planner

Experience

Current

January 26, 2022 - Present

ALPHAOMEGA WEALTH MANAGEMENT, LLC

RIA

CRD#: 318321

Lincoln, NE

Past

November 4, 2019 - January 11, 2022

PITTENGER & ANDERSON INC

RIA

CRD#: 111033

LINCOLN, NE

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
(1/26/2022)

IAR

Texas
(4/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/1/2019

Uniform Investment Adviser Law Examination

Current Firm

ALPHAOMEGA WEALTH MANAGEMENT, LLC

ALPHAOMEGA WEALTH MANAGEMENT, LLC | INFLUENCER FINANCIAL

CRD#: 318321 / SEC#:

Nebraska

Registered Investment Advisory firm - (1/20/2022 Approved)

Texas

Registered Investment Advisory firm - (3/24/2025 Conditional Restricted)

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Contact information

Main Address

Lincoln, NE

Mailing Address

Phone number

(402) 413-1299

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	70
AUM (Assets Under Management)	$ 6,590,347

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.

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John W. Dannenbring

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John William Dannenbring's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPHAOMEGA WEALTH MANAGEMENT, LLC

PITTENGER & ANDERSON INC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/1/2019

Current Firm

ALPHAOMEGA WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALPHAOMEGA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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