Michael Banasiak, financial advisor West Des Moines IA

Michael Banasiak

CRD Number: 4973485
Current Firm: Omni Wealth Management

Michael Banasiak (CRD# 4973485) is an Investment Advisor Representative working at Omni Wealth Management in West Des Moines, IA and has over 18 years of experience in the finance industry. Michael Banasiak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Omni Wealth Advisors, Llc Dba Omni Wealth Management West Des Moines, IA Jan 2020 - Current 4
Iron Horse Wealth Management West Des Moines, IA Mar 2017 - Jan 2020 2
Legacy Financial Group, LLC Des Moines, IA Jun 2006 - Mar 2017 10
Linsco/private Ledger Corp. Des Moines, IA Jun 2006 - May 2014 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Michael F. Banasiak
Phone Number: 515-326-5486
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    269
    ACCOUNTS
  • Average Account Value
    $122,392
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

IA, TX

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