Unclaimed Profile

Brent Thomas Omara

WEALTHPLAN INVESTMENT MANAGEMENT LLC·OMAHA, Nebraska

SIE, Series 7, Series 31, Series 6624 years registeredWEALTHPLAN INVESTMENT MANAGEMENT LLC

101 S 108TH AVE, OMAHA, NE 68154CRD# 4260408Firm CRD# 311364

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brent Thomas Omara · OMAHA, NE

Registration

CRD #4260408 · WEALTHPLAN INVESTMENT MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

WEALTHPLAN INVESTMENT MANAGEMENT LLC

Jan 2021 – present

WEALTHPLAN PARTNERS

Jan 2020 – Oct 2021

OMAHA, NE

WEALTHPLAN PARTNERS

Dec 2011 – Jul 2020

OMAHA, NE

LPL FINANCIAL LLC

Aug 2001 – Jan 2012

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · August 28, 2001

Years registered · 24

Disclosure History

2013Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

WEALTHPLAN INVESTMENT MANAGEMENT LLC

CRD 311364 · SEC 801-120004

AUM

$989M

Regulatory assets under management

Employees

2,114 client accounts

Services offered by WEALTHPLAN INVESTMENT MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WEALTHPLAN INVESTMENT MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Brent Thomas Omara offer?

Brent Thomas Omara specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Brent Thomas Omara's credentials?

Brent Thomas Omara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brent Thomas Omara located?

Brent Thomas Omara is based in OMAHA, Nebraska, working with WEALTHPLAN INVESTMENT MANAGEMENT LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Brent Thomas Omara charge for services?

Brent Thomas Omara's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHPLAN INVESTMENT MANAGEMENT LLC?

WEALTHPLAN INVESTMENT MANAGEMENT LLC has approximately 29 employees and manages $989M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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