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Elliot Thomas Omanson

OWLFI RIA LLC·LENEXA, Kansas
Unclaimed Profile
8725 ROSEHILL, LENEXA, KS 66215CRD# 6264279Firm CRD# 311854
01

About

Elliot Thomas Omanson is a registered financial advisor based in LENEXA, Kansas, affiliated with OWLFI RIA LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OWLFI RIA LLC
OWLFI
AUM
$125M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at OWLFI RIA LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6264279
Firm CRD# 311854
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elliot Thomas Omanson offer?
Elliot Thomas Omanson specializes in Financial Planning, Investment Management. Contact their office in LENEXA, Kansas for a consultation.
What are Elliot Thomas Omanson's credentials?
Elliot Thomas Omanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elliot Thomas Omanson located?
Elliot Thomas Omanson is based in LENEXA, Kansas, working with OWLFI RIA LLC. Their office serves clients in the LENEXA metropolitan area and surrounding communities.
How does Elliot Thomas Omanson charge for services?
Elliot Thomas Omanson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OWLFI RIA LLC?
OWLFI RIA LLC has approximately 17 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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