Omer Abramovich, financial advisor Minneapolis MN

Omer Abramovich

CRD Number: 6206290
Current Firm: Cliftonlarsonallen Wealth Advisors, LLC

Omer Abramovich (CRD# 6206290) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 10 years of experience in the finance industry. Omer Abramovich 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
Cliftonlarsonallen Wealth Advisors, LLC Irvine, CA Mar 2022 - Current 2
Carlson Capital Management, LLC Northfield, MN Apr 2019 - Mar 2022 2
Affiance Financial LLC St. Louis Park, MN Feb 2014 - Apr 2019 5
Private Client Services Louisville, KY May 2017 - Mar 2019 1
Cetera Advisor Networks LLC El Segundo, CA Feb 2014 - May 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
S63 Uniform Securities State Law Examination Feb 2024
Contact Info for Omer Abramovich
Phone Number: 612-376-4777
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    6,754
    MILLIONS
  • Total Number of Accounts
    18,665
    ACCOUNTS
  • Average Account Value
    $361,847
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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