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Lisa Anne kirkpatrick Kirchenbauer

Omega Wealth Management LLC

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About Lisa Anne kirkpatrick Kirchenbauer

Lisa Anne Kirkpatrick Kirchenbauer is a registered investment advisor with Omega Wealth Management LLC. Lisa has been working in the financial services industry since 1987 and has experience working with individuals, high-net-worth individuals, and families. Lisa provides financial planning, portfolio management, and educational seminars for clients. Lisa is a Certified Financial Planner and holds the Series 7, Series 24, Series 63, and Series 65 licenses. Lisa is also the President of Omega Wealth Consulting, LLC, a business and life planning consulting firm.

Firm Information

Lisa Kirchenbauer is currently registered with Omega Wealth Management LLC. Omega Wealth Management LLC is an investment advisory firm based in Arlington, VA. The firm provides financial planning, portfolio management for individuals, and educational seminars. The firm manages approximately $253 million in assets for 642 clients, including high-net-worth individuals and individuals other than high-net-worth.
Omega Wealth Management LLC

4501 N FAIRFAX DRIVE

ARLINGTON, VA 22203

$253.34M

Assets Under Management

8

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lisa Kirchenbauer’s Registration & Firm History

VA

10/01/2004 - Present

Omega Wealth Management LLC (ARLINGTON VA)

NE

10/31/2003 - 09/30/2004

AMERITAS INVESTMENT CORP. (LINCOLN NE)

MD

04/20/1987 - 10/31/2003

THE ADVISORS GROUP, INC. (BETHESDA MD)

NA

01/21/1987 - 06/12/1987

E. F. HUTTON & COMPANY INC

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Licenses & Designations

IA

Issued 02/07/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/27/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/18/1991

Series 24 - General Securities Principal Examination

BC

Issued 01/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lisa Anne kirkpatrick Kirchenbauer.
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