Brent Thomas Omara

Wealthplan Investment Management LLC

24 Years of Experience

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Firm Information

Wealthplan Investment Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

25 advisors

Number of Clients

1,572 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$1.6B

Fee Structure

Minimum Investment:$5K

This firm offers financial planning, consulting, and asset management services. Details on fees for these services were not included in this brochure.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance Planning

Advisor Information

Office location

101 S 108th Ave, 3rd Floor, Omaha, NE, 68154

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Regulatory History (1)

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Criminal

January 2013

Final Disposition

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Other Business ActivitiesSells Insurance

Brent quotes fixed life and term life insurance through BCH Life, dedicating a few hours per week. He also has several personal investments including Daylight Wine Company, PAR 5 Ranch LLC, GBR19 LLC dba DAY BY DAY, and FLGDCHRD, LLC, spending minimal time on some and a few hours per week on others.