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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Focus horizon
- Established Date
- 06-08-2021
- Office Locations
- 1
Office Locations
About Omni Financial LLC
Omni Financial, LLC is a Wisconsin-based registered investment adviser providing financial and investment planning and portfolio management, with a client focus that includes business owners and entrepreneurs. Portfolios commonly use public funds and ETFs and may incorporate fixed income and alternatives. Securities and many insurance solutions are offered through LPL Financial (FINRA/SIPC), with advisory services delivered by Omni Financial as a separate entity.
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Owner & Executives
ANDREW DANIEL VOELTNER
Chief Compliance Officer, Financial Planner, MANAGING PRINCIPAL
- CRD
- #5946019
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,274,250 | $215,869 |
| Non-Discretionary | $1,635,845 | $7,175 |
| Total | $116,910,095 | $153,425 |
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Separately Managed Accounts
Total SMA Asset: $116,910,095
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,991,692,678 | 52.4% |
| Equity - Exchange | $1,809,247,548 | 47.6% |
| Total | $3,800,940,226 | 100.0% |