Omar Velasco
Investment adviser representative at K2 Financial Inc.
19 yearsExperience
1 stateRegistered in
$191.6MFirm assets
5 yearsFirm in business
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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
19 years in the industry.
- K2 Financial Inc.Jun 2022 to now
- Lincoln InvestmentJun 2022 to now
- Aaa Life Insurance CompanyAug 2020 to Jun 2022
- Freeway Insurance ServicesApr 2019 to Aug 2020
- Vending Machine ServiceJan 2007 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
K2 Financial Inc.
$191.6MAssets managed
393Clients
8Advisers
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
- 7591219
- Firm CRD
- 300913