Accredited Investment Fiduciary
Training in fiduciary standards of care: what it actually means to be obligated to act in someone else's interest, and how that obligation is documented and demonstrated rather than just claimed.
Omaha · Nebraska · Since 2000
Brent O'Mara,
AIF®, CFS®
Co-Founder & Senior Wealth Advisor · Omaha, Nebraska
I have spent my entire career at one firm, in one city, doing one thing: helping families and professionals in Omaha make sense of their money. I joined in May of 2000 as a wealth advisor. It was the first job I had in this industry, and I never went looking for another one.
Start with WealthPlan
Co-Founder & Senior Wealth AdvisorOmaha, NE
01Career
Twenty-six years,
one firm.
I joined the firm in May of 2000. It was my first position in the industry, and I have often said the same thing about it since: wow, did that work out. I landed my dream job the first time. How many people can say that?
What I do day to day has not changed much. I manage and monitor client portfolios, and I sit down with people regularly to adjust the plan as their lives change — because they always do. Some of the families I work with now, I have worked with for two decades. I have watched their children grow up and start asking me the same questions their parents asked me in 2003.
The part I find most satisfying is not the obvious part. It is the situation that does not have a clean answer — where the textbook approach does not fit and you have to build something specific to the person in front of you. That is the work I want to be doing.
02Credentials
What the letters
after my name mean.
Credentials in this industry are easy to collect and hard to interpret, so here is plainly what mine are.
Certified Fund Specialist
One of the older specialist designations in the field, focused on the analysis and selection of funds and portfolio construction. I earned it through the Institute of Business and Finance, where I have been a member since 2005.
Series 66
The combined securities and investment adviser representative examination.
Life & annuities
Licensed for life and annuities in Nebraska.
03Community
Swing
for Charity.
I chair Swing for Charity, which has raised more than $311,000 to date.
The money has gone to the American Cancer Society, the Alzheimer's Association, the American Heart Association, Angels Among Us, and PlaySmart. I also support the HOPE Center and causes working on muscular dystrophy.
Omaha is not a big city. The organisations doing this work are run by people you see at the grocery store, and the money stays here. That is most of why I do it.
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The money stays here. That is most of why I do it.
04Off the clock
Away from
the desk.
My wife Erin and I have three children: Wyatt, Quinn, and Sloane. When I am not working I am usually hunting, fishing, or on a golf course — with mixed results on the last one.
05Elsewhere
Find me
around the web.
These are the places where my professional identity is verified and maintained.
A long view, close to home.