Advisor at Omniwealth Investments LLC
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
Omniwealth Investments LLC
Location
Lewisburg, PA 17837
Credentials
CFP®
Industry experience
16 years
OMNIWEALTH GROUP specializes in strategic financial planning, investment analysis, and portfolio management for affluent investors and those aspiring to financial independence.
Fixed fee ranging from $1,000 to $10,000 for project-based financial planning, negotiable.
$0 - $1,000,000: 1.25% $1,000,001+: 1.00%
Account minimum: $500,000
Omniwealth Investments LLC
2019 - Present (7 years)
Insurance Agents & Brokers
2018 - 2019 (1 year)
BlueSkies Wealth Advisors
2015 - 2018 (3 years)
Omniwealth Group Inc.
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 65
Selinsgrove, PA
Edward Jones
Series 63, Series 66
Selinsgrove, PA
Edward Jones
Series 66
Lewisburg, PA
Edward Jones
Series 66
Selinsgrove, PA
Edward Jones
Series 66
Lewisburg, PA
Edward Jones
Series 65
Lewisburg, PA
Granite Financial Advisors, Inc.
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