Brent Omara
Brent Omara is a registered investment advisor at Wealthplan Investment Management LLC, based in Omaha, NE, with 24 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,145 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthPlan Investment Management provides investment management services for an annual fee that will not exceed 2.00% of the value of your portfolio. The specific fee schedule is negotiable and outlined in your agreement. Fees are generally billed quarterly in advance, based on the portfolio value at the end of the prior quarter. Clients also pay brokerage expenses and other investment-related fees.
Location
101 S 108th Ave, 3rd Floor, Omaha, NE, 68154
Get directionsHistory
Regulatory History (1)
Criminal
January 2013Other 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
Previous Registrations
Wealthplan Partners
Securities America, INC.Broker
Wealthplan Partners
LPL Financial LLC
LPL Financial LLCBroker
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.