Kevin Eugene O'mara
Investment adviser representative at Wealthplan Investment Management LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Wealthplan Investment Management, LLCAug 2022 to now
- Wealthplan Partners, LLCJan 2020 to Aug 2022
- Securities America, Inc.Nov 2016 to Aug 2022
- Feltz Wealthplan, Inc.Dec 2011 to Aug 2022
- Dpf Financial Inc.Mar 2006 to Nov 2016
- Linsco Private LedgerMar 2006 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NE).
Wealthplan Investment Management LLC
$2.2BAssets managed
2,145Clients
29Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5097837
- Firm CRD
- 311364