Advisor at OmniDivitia Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
OmniDivitia Wealth Management, Inc.
Location
Flossmoor, IL
Credentials
CFP®, Series 63, Series 65
Industry experience
27 years
Alexander Locker is a CFP® professional with 27 years of experience in financial advisory services. He is the principal of OmniDivitia Wealth Management, Inc., an independent firm based in Flossmoor, IL, and has also operated tax preparation services through OmniDivitia Tax Services, LLC. His work history includes running his own firms since 2009. OmniDivitia Wealth Management provides personalized investment management and financial planning to individuals, trusts, estates, small businesses, pension and profit-sharing plans, and charitable organizations. The firm employs documented investment policy statements and a combination of fundamental and technical analysis, offering services such as discretionary portfolio management, retirement-plan advisory, and ERISA pension consulting.
Based on OmniDivitia Wealth Management, Inc.
Based on OmniDivitia Wealth Management, Inc.
Financial planning fixed fees ranging from $2,000 to $5,000; specific service fees range from $250 to $2,500.
$0 - $250,000: 1.50% annually $250,000 - $500,000: 1.25% annually $500,000 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.90% annually for $1M-$2M; 0.75% annually for $2M-$5M $5,000,000+: Negotiable
Financial Advice Subscription Service at $100 per month.
Account minimum: $100,000 (may be waived at firm's discretion) Fee-only: Asset management fees based on percentage of AUM with tiered schedule; Financial planning fixed fees $2,000 to $5,000; Financial advice subscription $100/month.
Flossmoor, IL
Illinois · Texas
OMNIDIVITIA Tax Services, LLC
2021 - Present (5 years)
Alexander Locker, Sole Proprietor
2017 - 2022 (5 years)
OmniDivitia Wealth Management, Inc.
2014 - Present (12 years)
Locker Wealth Management, Inc.
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
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CFP®, Series 66
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CFP®, Series 63, Series 65
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Smart Choice Financial Planning, Inc.
Series 63, Series 65
Orland Park, IL
O'Keefe & Associates, P.C.
Series 65
Orland Park, IL
Chancellor Financial Services, Inc.
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