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Lisa Anne Kirkpatrick Kirchenbauer

OMEGA WEALTH MANAGEMENT LLC·ARLINGTON, Virginia
Series 7, Series 24, Series 63, Series 65Clean record24 years registeredOMEGA WEALTH MANAGEMENT LLC
4501 N FAIRFAX DRIVE, ARLINGTON, VA 22203CRD# 1417771Firm CRD# 132580

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lisa Anne Kirkpatrick Kirchenbauer · ARLINGTON, VA
Registration
CRD #1417771 · OMEGA WEALTH MANAGEMENT LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

OMEGA WEALTH MANAGEMENT LLC
Oct 2004 – present
AMERITAS INVESTMENT CORP
Jan 2004 – Jan 2004
ARLINGTON, VA
THE ADVISORS GROUP, INC.
Apr 2002 – Sep 2004
ARLINGTON, VA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · April 29, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OMEGA WEALTH MANAGEMENT LLC
CRD 132580 · SEC 801-112348
AUM
$253M
Regulatory assets under management
Employees
7
642 client accounts
Services offered by OMEGA WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at OMEGA WEALTH MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Lisa Anne Kirkpatrick Kirchenbauer offer?
Lisa Anne Kirkpatrick Kirchenbauer specializes in Financial Planning, Investment Management. Contact their office in ARLINGTON, Virginia for a consultation.
What are Lisa Anne Kirkpatrick Kirchenbauer's credentials?
Lisa Anne Kirkpatrick Kirchenbauer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Anne Kirkpatrick Kirchenbauer located?
Lisa Anne Kirkpatrick Kirchenbauer is based in ARLINGTON, Virginia, working with OMEGA WEALTH MANAGEMENT LLC. Their office serves clients in the ARLINGTON metropolitan area and surrounding communities.
How does Lisa Anne Kirkpatrick Kirchenbauer charge for services?
Lisa Anne Kirkpatrick Kirchenbauer'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 OMEGA WEALTH MANAGEMENT LLC?
OMEGA WEALTH MANAGEMENT LLC has approximately 7 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OMEGA WEALTH MANAGEMENT LLC

Epheson Abate Mehari
ARLINGTON, VA
Jared Alexander Jones
ARLINGTON, VA

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