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Brent Omara

Wealthplan Investment Management LLC
25 Years of Experience
Omaha, NE
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Brent Omara is a registered investment advisor at Wealthplan Investment Management LLC, based in Omaha, NE, with 25 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 2,145 clients with $2.2B in assets under management.

Wealthplan Investment Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
2,145 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum combined annual management fee and annual strategy fee will not exceed 2.00% of assets under management. Fees are negotiable based on account size, complexity, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

101 S 108th Ave, 3rd Floor, Omaha, NE, 68154

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2026
Pending
Criminal
January 2013
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brent quotes fixed life and term life insurance through BCH Life, dedicating a few hours per week. He also has several personal investments including Daylight Wine Company, PAR 5 Ranch LLC, GBR19 LLC dba DAY BY DAY, and FLGDCHRD, LLC, spending minimal time on some and a few hours per week on others.

Employment History
Current Registrations
Wealthplan Investment Management LLC
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Wealthplan Partners
January 2020 - October 2021 · 1 yr 9 mos
Securities America, INC.Broker
November 2016 - December 2020 · 4 yrs 1 mo
Wealthplan Partners
December 2011 - July 2020 · 8 yrs 7 mos
LPL Financial LLC
August 2001 - January 2012 · 10 yrs 5 mos
LPL Financial LLCBroker
July 2001 - November 2016 · 15 yrs 4 mos
State Registrations2 states
NETX
Advisor

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
No exam information available for this advisor.
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