Omar Velasco

Employer firm

K2 Financial Inc. CRD 300913

$192M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → Present
  Lincoln Investment
  Fort Washington, PA
• 08/2020 → 06/2022
  Aaa Life Insurance Company
  La Verne, CA
• 04/2019 → 08/2020
  Freeway Insurance Services
  El Monte, CA
• 01/2007 → 04/2019
  Vending Machine Service
  Glendora, CA
• 08/2022 → Present
  Lincoln Investment
  Fort Washington, PA
• 06/2022 → Present
  K2 Financial Inc.
  Glendora, CA

Other Businesses

THE FINCA GROUP LLC POSITION: Managing Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2020 ADDRESS: 111 N. Wabash Avenue, #1358, Chicago IL 60602, United States DESCRIPTION: Invest in residential real estate. Acquire, fix, and flip a residential real estate property. K2 FINANCIAL PARTNERS POSITION: IAR NATURE: Investment Advisory - RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 2 START DATE: 06/27/2022 ADDRESS: 233 S Glendora Ave, Glendora CA 91741, United States DESCRIPTION: Advisor for RIA clients of K2 K2 BENEFITS POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2023 ADDRESS: 233 S. Glendora Ave., Glendora CA 91741, United States DESCRIPTION: Selling insurance as part of the financial planning process.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-08-29
• S65 Uniform Investment Adviser Law Examination
  2022-01-22