Dylan Richard Lippe

Omnistar Financial Group, INC.

1 Year of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching

Omnistar Financial Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

306 clients

Average Client Portfolio

$748K average

Assets Under Management

$228.8M

Fee Structure

Minimum Investment:$250K

Location

1712 Eastwood Road, Suite 212, Wilmington, NC, 28403

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Omnistar Financial Group, INC.

November 2024 - Present · 1 yr 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.