Omar Velasco
Omar Velasco is a registered investment advisor at K2 Financial INC., based in Glendora, CA, with 4 years of industry experience. Omar is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 393 clients with $190M 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 | 1.35% |
Investment advisory fees typically range from 0.50% to 1.35% annually, and are negotiable at the sole discretion of the advisor.
Fee Estimator
Location
233 S. Glendora Ave., Glendora, CA, 91741
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
Omar is a managing member of The Finca Group LLC, a real estate investment company, but dedicates minimal time to it. He also works as an investment advisor representative (IAR) for K2 Financial Partners, taking about half of his time, and sells insurance through K2 Benefits, dedicating minimal time to it.
Employment History
Current Registrations
K2 Financial INC.
Lincoln Investment
Lincoln InvestmentBroker
State Registrations3 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
More Advisors
- Matthew Phillips, CFPK2 Financial INC.
- Kevin Kurimoto, CFA, CFPK2 Financial INC.
- Jacob Gorman, CFPK2 Financial INC.
- Melissa Robman, CFPEdward Jones
- Stanley Anderson, CFPCetera Investment Advisers LLC
- Eunice Kim, CFPMercer Global Advisors INC.