Omar Velasco
Investment Adviser Representative at K2 Financial Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Omar Velasco is an investment adviser representative in Glendora, CA, currently registered with K2 Financial Inc. and Lincoln Investment. They have worked in the securities industry since 2022. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in California.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
3 states and territories
California, Indiana, Maryland
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.
- Lincoln InvestmentJun 2022 – no end date reportedFort Washington, PA
- AAA Life Insurance CompanyAug 2020 – Jun 2022La Verne, CA
- Freeway Insurance ServicesApr 2019 – Aug 2020El Monte, CA
- Vending Machine ServiceJan 2007 – Apr 2019Glendora, CA
- Lincoln InvestmentAug 2022 – no end date reportedFort Washington, PA
- K2 Financial Inc.Jun 2022 – no end date reportedGlendora, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About K2 Financial Inc.
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
- Retirement Plan Advisory Services0.50%
- Retirement Plan Advisory Services (max)1.35%
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
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Glendora, CA
- SEC file number:
- 801-120939
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 21, 2026
View full firm profileOther advisors at K2 Financial Inc.
7 other advisors in the directory
Similar advisors in Glendora, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Omar Velasco 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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