Oma Claunch, financial advisor Austin TX
96 score

Oma Claunch

CRD Number: 1346139
Current Firm: Cambridge Investment Research Advisors, Inc.

Oma Claunch (CRD# 1346139) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Austin, TX and has over 23 years of experience in the finance industry. Oma Claunch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Apr 2016 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Apr 2016 - Current < 1
Claunch Holdings, Gp LLC Spicewood, TX Aug 2015 - Current 1
Claunch Holdings, LP Spicewood, TX Aug 2015 - Current 1
Priority Planning Financial Consultants Austin, TX Jan 1997 - Current 19
Texas National Guard Austin, TX Feb 1981 - Current 35
Transamerica Financial Advisors, Inc. Austin, TX Feb 1993 - Apr 2016 23
Transamerica Austin, TX Mar 1984 - Apr 2016 32
Insurance Unlimited Austin, TX Mar 1984 - Nov 2010 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1993
Contact Info for Oma D. Claunch
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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