OMNI FINANCIAL LLC

MADISON, Wisconsin·1 registered advisor·CRD# 314670
SEC# 801-1315560608-467-4333
01

Firm Overview

AUM
$106M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OMNI FINANCIAL LLC

1 registered advisor
Andrew Daniel Voeltner
MADISON, Wisconsin
05

Office Locations

MADISON, Wisconsin
1 advisor

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Data sourced from SEC Form ADV filings. OMNI FINANCIAL LLC (CRD# 314670) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.