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Managing Principal / CCO · Omni Financial LLC

Andrew D. Voeltner

CRD 5946019 · Named on Form ADV at one SEC-registered adviser

At a glance

Omni Financial LLC, an SEC-registered wealth manager based in Madison, WI with $117 million in regulatory assets, lists Andrew D. Voeltner on its Form ADV as Managing Principal / CCO, a control person.

Firms and roles

  • Omni Financial LLCManaging Principal / CCOWealth manager · Madison, WI · $117M in regulatory assets

AtlasMembers

Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.