Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Eugene O'Mara is a financial advisor with Wealthplan Investment Management LLC. He is a Certified Financial Planner and has been in the industry since 2006. Kevin is registered with the state of Nebraska and has experience working with individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Wealthplan Investment Management LLC is based in Omaha, Nebraska, and provides a variety of services including financial planning, pension consulting, selection of other advisors, and portfolio management.
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
08/24/2022 - Present
Wealthplan Investment Management LLC (OMAHA NE)
NE
11/10/2016 - 08/29/2022
SECURITIES AMERICA, INC. (OMAHA NE)
NE
04/06/2006 - 11/10/2016
LPL FINANCIAL LLC (OMAHA NE)
BOTH
Issued 06/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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