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
| Title | Managing Member & Chief Revenue Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |
Wealthplan Investment Management LLC
| Title | General Partner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2021 |