Kevin Eugene O'Mara
Investment Adviser Representative at Wealthplan Investment Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kevin Eugene O'Mara is an investment adviser representative with Wealthplan Investment Management LLC in Omaha, NE, where they have been registered since 2022. They have worked in the securities industry since 2006 and have been registered with 3 firms, including Wealthplan Partners and LPL Financial LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Nebraska.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Nebraska
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- DPF Financial Inc.Mar 2006 – Nov 2016Omaha, NE
- Linsco Private LedgerMar 2006 – Nov 2016Omaha, NE
- Feltz Wealthplan, Inc.Dec 2011 – Aug 2022Omaha, NE
- Securities America, Inc.Nov 2016 – Aug 2022Omaha, NE
- WealthPLAN Partners, LLCJan 2020 – Aug 2022Omaha, NE
- WealthPLAN Investment Management, LLCAug 2022 – no end date reportedOmaha, NE
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wealthplan Investment Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Outsourced CIO capabilities, Smarter Portfolios (customizable risk-based and income-focused models), third-party strategist subscriptions, back office support, integrated technology suite, signature retirement solutions, and an advisor growth coaching program.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 29
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Omaha, NE
- SEC file number:
- 801-120004
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 24, 2026
View full firm profileOther advisors at Wealthplan Investment Management LLC
Showing 12 of 29 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kevin Eugene O'Mara has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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