Kevin Eugene O'mara

CFP

Wealthplan Investment Management LLC

19 Years of Experience

View SEC Summary

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.

View Full Brochure on SEC

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

Get directions

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.