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Brent Thomas Omara

Managing Member & Chief Revenue OfficerWealthplan Investment Management LLCCRD 4260408

About Brent Thomas Omara

Brent Thomas Omara is listed as Managing Member & Chief Revenue Officer at Wealthplan Investment Management LLC in Omaha, NE. Form ADV reports a beneficial ownership band of Under 5%. Brent Thomas Omara is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Wealthplan Investment Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brent Thomas Omara work?

Brent Thomas Omara is listed as Managing Member & Chief Revenue Officer at Wealthplan Investment Management LLC on SEC Form ADV.

How much of Wealthplan Investment Management LLC does Brent Thomas Omara own?

Form ADV reports a beneficial ownership band of Under 5%.

Wealthplan Investment Management LLC

TitleManaging Member & Chief Revenue Officer
OwnershipUnder 5%
Control personYes
Since2020
View Wealthplan Investment Management LLC →

Wealthplan Investment Management LLC

TitleGeneral Partner
Ownership25-50%
Control personYes
Since2021
View Wealthplan Investment Management LLC →