Andrew Voeltner is a CFP-designated registered investment advisor at Omni Financial LLC, based in Madison, WI, with 14 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 526 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees are a maximum of 1.50% and could vary depending on the amount of assets under management. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Location
5944 Seminole Centre Ct, Suite 200, Madison, WI, 53711
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew operates Omni Financial as a DBA for LPL business and provides investment advisory services through Omni Financial, LLC, spending full-time on these activities. He also serves as a board member for the Wisconsin Builders' Association and Impact Christian Academy, and is President of Voltner Family Management, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Omni Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.