Best Investors Account Sign in
Inactive

Brent Thomas Omara

Wealthplan Investment Management LLC

Omaha, NE

Claim This Profile
Current Employers
Wealthplan Investment Management Llc

101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-01-03
NE RA APPROVED 2021-01-04
  • TX RA
    APPROVED_RES
    Since 2024-01-03
  • NE RA
    APPROVED
    Since 2021-01-04

Branch Locations

101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Linsco Private Ledger Corp. Omaha NE 03/2001 11/2016
Wealthplan Partners, Inc. Omaha NE 12/2011 07/2020
Securities America, Inc. Omaha NE 11/2016 12/2020
Wealthplan Partners, Llc Omaha NE 01/2020 12/2020
Wealthplan Investment Management Llc Omaha NE 12/2020 Present
Wealthplan Investment Management Llc Omaha NE 10/2020 Present
Previous Registrations
Other Businesses

BCH LIFE POSITION: fixed insurance NATURE: Fixed insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2018 ADDRESS: 4546 Corporate Drive, Suite 155, Des Moines IA 50266, United States DESCRIPTION: I will use this to quote fixed life and term life similar to what i do with WiigCodr which is already currently on my OBA. DAYLIGHT WINE COMPANY POSITION: Partner / Investor NATURE: Personal Investment INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2015 ADDRESS: 21481 8th street E #30a, sonoma CA 95476, United States DESCRIPTION: Partner / Investor PAR 5 RANCH LLC POSITION: Owner NATURE: Personal Investments INVESTMENT RELATED: No NUMBER OF HOURS: 10 START DATE: 01/05/2022 ADDRESS: 101 S 108th Ave, Omaha, NE 68154 DESCRIPTION: Owner GBR19 LLC dba DAY BY DAY POSITION: Partner/Investor NATURE: Personal Investments INVESTMENT RELATED: No NUMBER OF HOURS: 10 START DATE: 01/05/2019 ADDRESS: 14321 Cornhusker Road, Omaha, NE 68127 DESCRIPTION: Partner/Investor FLGDCHRD, LLC POSITION: Memberr NATURE: Airplane Dry Lease INVESTMENT RELATED: No NUMBER OF HOURS: 0: START DATE: 02/01/2025 ADDRESS: 101 S 108th Ave, Omaha, NE 68154 DESCRIPTION: Member

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-10
  • S66 Uniform Combined State Law Examination
    2001-08-10

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor