Oma Claunch
Oma Claunch is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Austin, TX, with 39 years of industry experience. Oma is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
5307 Hwy 290 West, Ste B-4, Austin, TX, 78735
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Oma is the owner of Priority Planning Benefits Consultants, selling group life and health insurance, and a financial professional utilizing the DBA name Priority Planning Financial Consultants, dedicating about half their time to these activities. Oma is also involved in several partnerships, trusts, and LLCs, and serves as an advisory representative for a registered investment advisor (RIA) and a board member for Twin Isles POA, requiring minimal time commitments.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Securities Sales CorporationBroker
Transamerica Financial Resources, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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