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Alphaomega Wealth Management, LLC CRD 318321
$20.2M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Lincoln, NE • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-24 |
| NE | RA | APPROVED | 2022-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pittenger & Anderson, Inc. | Lincoln | NE | 09/2019 | 12/2021 |
| Ameritas Investment Partners | Lincoln | NE | 05/2018 | 08/2019 |
| Ameritas Investment Partners | Lincoln | NE | 05/2017 | 05/2018 |
| Student | Yankton | SD | 09/2009 | 12/2018 |
| Alphaomega Wealth Management, Llc | Lincoln | NE | 12/2021 | Present |
| University Of Nebraska-Lincoln | Lincoln | NE | 08/2022 | Present |
- Name of other business: University of Nebraska-Lincoln - The outside business activity is NOT investment-related - Address: 730 N 14th St, Lincoln, NE 68588 - Nature of business: John teaches one section of personal finance to approximately 80 students. He lectures and facilitates tests. - Position: Lecturer of Finance - Relationship: Employee - Start Date: 08/01/2022 - Hours per month: 24 hours (6 hours per week) - Hours during trading hours: 2 hours per week - My duties in this role are to prepare lessons, lecture on the lessons, and facilitate exams.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-01 |
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