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Kevin Eugene O'MAra

Wealthplan Investment Management LLC

Omaha, NE

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Current Employers
Wealthplan Investment Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2022-08-24
  • NE RA
    APPROVED
    Since 2022-08-24

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dpf Financial Inc. Omaha NE 03/2006 11/2016
Linsco Private Ledger Omaha NE 03/2006 11/2016
Feltz Wealthplan, Inc. Omaha NE 12/2011 08/2022
Securities America, Inc. Omaha NE 11/2016 08/2022
Wealthplan Partners, Llc Omaha NE 01/2020 08/2022
Wealthplan Investment Management, Llc Omaha NE 08/2022 Present
  • 03/2006 → 11/2016
    Dpf Financial Inc.
    Omaha, NE
  • 03/2006 → 11/2016
    Linsco Private Ledger
    Omaha, NE
  • 12/2011 → 08/2022
    Feltz Wealthplan, Inc.
    Omaha, NE
  • 11/2016 → 08/2022
    Securities America, Inc.
    Omaha, NE
  • 01/2020 → 08/2022
    Wealthplan Partners, Llc
    Omaha, NE
  • 08/2022 → Present
    Wealthplan Investment Management, Llc
    Omaha, NE
Previous Registrations
  • 2020-01-15 → 2022-08-23
    Wealthplan Partners
    Omaha, NE
  • 2011-12-23 → 2020-07-10
    Wealthplan Partners
    Omaha, NE
  • 2006-06-16 → 2012-01-11
    Lpl Financial Llc
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-06
  • S66 Uniform Combined State Law Examination
    2006-06-06
Designations

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
HILEY HUNT WEALTH MANAGEMENT, INC.
INTEGRITY ALLIANCE, LLC.

Other Investors

SCOTT ALLEN SLADOVNIK
MARK ALLEN LUDWIG
Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

More in Omaha, NE

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