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Andrew Daniel Voeltner

OMNI FINANCIAL LLC·MADISON, Wisconsin
Unclaimed Profile
5944 SEMINOLE CENTRE, MADISON, WI 53711CRD# 5946019Firm CRD# 314670
01

About

Andrew Daniel Voeltner is a registered financial advisor based in MADISON, Wisconsin, affiliated with OMNI FINANCIAL 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
Nonprofits & Foundations
03

Firm Overview

Firm
OMNI FINANCIAL LLC
OMNI FINANCIAL LLC
AUM
$106M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at OMNI FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5946019
Firm CRD# 314670
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Daniel Voeltner offer?
Andrew Daniel Voeltner specializes in Financial Planning, Investment Management. Contact their office in MADISON, Wisconsin for a consultation.
What are Andrew Daniel Voeltner's credentials?
Andrew Daniel Voeltner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Daniel Voeltner located?
Andrew Daniel Voeltner is based in MADISON, Wisconsin, working with OMNI FINANCIAL LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Andrew Daniel Voeltner charge for services?
Andrew Daniel Voeltner'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 OMNI FINANCIAL LLC?
OMNI FINANCIAL LLC has approximately 2 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Wisconsin
MILWAUKEE (515)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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