Omega Financial Investments & Insurance

Omega Financial Investments & Insurance (CRD# 125381) is a financial advisory firm headquartered in Kirkland, WA. They manage $35,826,216 in 197 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    197
    ACCOUNTS
  • Average Account Value
    $181,859
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Omega Financial Investments & Insurance
Showing 1 - 2 of 2 top financial advisors.
1
John D. Storbeck
CRD#: 4877923
10827 Ne 68th, Su 200, Kirkland, WA 98033
93
Wealthminder
score

John Storbeck (CRD# 4877923) is an Investment Advisor Representative working at Omega Financial Investments & Insurance in Kirkland, WA and has over 9 years of experience in the finance industry.

2
Allison E. Stewart
CRD#: 6169620
10827 N.e. 68th, Suite 200, Kirkland, WA 98033
90
Wealthminder
score

Allison Stewart (CRD# 6169620) is an Investment Advisor Representative working at Omega Financial Investments & Insurance in Kirkland, WA and has over 3 years of experience in the finance industry.

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