Kevin O'mara is a CFP-designated registered investment advisor at Wealthplan Investment Management LLC, based in Omaha, NE, with 20 years of industry experience. Kevin 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
101 S 108th Ave, 3rd Floor, Omaha, NE, 68154
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 →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 Registrations1 state
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
More Advisors
- Brent OmaraWealthplan Investment Management LLC
- Landon TroyerWealthplan Investment Management LLC
- Samantha Rathje, CFPBridges Investment Management INC
- Ryan Beyel, CFPFirst Heartland Consultants, INC.
- Aaron Winters, CFPWealthplan Partners
- Tyler Schlumpf, CFAPrivate Wealth Asset Management