Patrick Omalley, financial advisor Omaha NE
93 score

Patrick Omalley

CRD Number: 1201531
Current Firm: H.d. Vest Advisory Services, Inc.

Patrick Omalley (CRD# 1201531) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Omaha, NE and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
H.d.vest Insurance Agency, LLC Irving, TX Jun 2013 - Current 3
H.d. Vest Advisory Services Omaha, NE Nov 1998 - Current 18
H.d. Vest Investment Services Omaha, NE Feb 1998 - Current 18
Duchesne Academy Omaha, NE Sep 1994 - Current 22
Ambassador Real Estate Omaha, NE Mar 1984 - Current 32
Tax Help Omaha, NE Jan 1969 - Current 47
Dist. Personal Tax Service Omaha, NE Jan 1967 - Current 49
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1994
S65 NASAA Investment Advisors Law Examination Aug 1998
Contact Info for Patrick J. Omalley
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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