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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Thomas Omara is an investment advisor representative with Wealthplan Investment Management LLC. Brent has over 20 years of experience in the financial industry. He has a broad range of experience in investments, financial planning, and retirement planning. Brent is dedicated to helping clients reach their financial goals. He is committed to providing personalized service and helping clients understand their options. Brent previously worked for Securities America, Inc. and LPL Financial LLC. Brent is registered to provide investment advice in Nebraska and Texas. He has a Series 7, Series 31, Series 66 and SIE license. Brent is a member of the National Association of Personal Financial Advisors (NAPFA).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Turnkey asset management provider platform & consulting, outsourced cio services and broker consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NE
01/03/2024 - Present
Wealthplan Investment Management LLC (OMAHA NE)
NE
11/04/2016 - 12/31/2020
SECURITIES AMERICA, INC. (OMAHA NE)
NE
07/12/2001 - 11/03/2016
LPL FINANCIAL LLC (OMAHA NE)
BOTH
Issued 08/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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