OMNI FINANCIAL LLC
CRD #314670 SEC #801-131556 MADISON, WI 608-467-4333
SEC Registered
Total AUM
$105M
Discretionary
$103.4M
Employees
2
Clients
0
Accounts
607
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| VOELTNER, ANDREW, DANIEL | I | MANAGING PRINCIPAL / CCO | E | Control |
| VOELTNER, ANDREW, DANIEL | I | MANAGING PRINCIPAL / CCO | E | Control |
| VOELTNER, ANDREW, DANIEL | I | MANAGING PRINCIPAL / CCO | E | Control |
Registrations
Federal
IA
Aug 4, 2025 REGISTERED
Notice Filings (1)
WI
Address
5944 SEMINOLE CENTRESUITE 200
MADISON, WI 53711
United States
Phone: 608-467-4333