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Martin Phillip Omalley

Plan B Investments, Inc.

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About Martin Phillip Omalley

Martin Omalley is a financial advisor with over 30 years of experience. He is currently registered with Plan B Investments, Inc. in California. Mr. Omalley is also registered with the state of Wisconsin.

Firm Information

Martin Omalley is currently registered with Plan B Investments, Inc.. Plan B Investments, Inc. is a Corporation formed in 2004 and is headquartered in Arizona. They are registered with the SEC and in 4 states. They offer financial planning and selection of other advisors services to high-net-worth individuals, pension and profit sharing plans, and other individuals. Plan B Investments, Inc. manages approximately $26,972,630 in regulatory assets.

$26.97M

Assets Under Management

Not reported

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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percentage of assets

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

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Martin Omalley’s Registration & Firm History

CA

03/14/2006 - Present

Plan B Investments, Inc. (CARMEL VALLEY CA)

MN

04/30/2004 - 10/21/2005

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

CA

05/29/2003 - 05/03/2004

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

AZ

12/18/2002 - 06/27/2003

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

CA

01/08/1999 - 01/08/2003

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

CA

05/28/1997 - 01/27/1999

CPS FINANCIAL & INSURANCE SERVICES, INC. (IRVINE CA)

CA

05/31/1994 - 01/14/1999

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NA

01/30/1994 - 06/07/1994

CALIFORNIA ONE INVESTMENTS

MA

01/24/1989 - 01/28/1994

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BC

Issued 07/05/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 01/19/1996

Series 27 - Financial and Operations Principal Examination

BC

Issued 11/06/1995

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1989

Series 7 - General Securities Representative Examination

BC

Issued 06/09/1986

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Martin Phillip Omalley.
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