Unclaimed Profile

Elliot Thomas Omanson

OWLFI RIA LLC·LENEXA, Kansas

SIE, Series 7, Series 66Clean record12 years registeredOWLFI RIA LLC

8725 ROSEHILL, LENEXA, KS 66215CRD# 6264279Firm CRD# 311854

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Elliot Thomas Omanson · LENEXA, KS

Registration

CRD #6264279 · OWLFI RIA LLC · 12 years registered

Brand Profile

Not yet started

Career History

SPHINX INVESTMENTS LLC

Mar 2025 – present

OWLFI

Apr 2021 – Dec 2024

LENEXA, KS

MOTIV8 INVESTMENTS LLC

Jun 2017 – Jan 2022

Lenexa, KS

USA FINANCIAL SECURITIES CORPORATION

Mar 2014 – Jun 2017

SHAWNEE, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 7, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OWLFI RIA LLC

CRD 311854 · SEC 801-122910

AUM

$125M

Regulatory assets under management

Employees

749 client accounts

Services offered by OWLFI RIA LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OWLFI RIA LLC →

Introduction

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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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