Omega Financial Investments & Insurance

Omega Financial Investments & Insurance (CRD# 125381) is a financial advisory firm headquartered in Kirkland, WA. They manage $61,500,000 in 87 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10829 Ne 68th St. Suite 201, Kirkland, WA 98033
http://www.omega-financial.com
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $706,897
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
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
Allison Stewart, financial advisor Kirkland WA
Allison E. Stewart
CRD#: 6169620
10829 Ne 68th St. Suite 201, Kirkland, WA 98033

Allison Stewart (CRD# 6169620) is an Investment Advisor Representative working at Omega Financial Investments & Insurance in Kirkland, WA and has over 11 years of experience in the finance industry.

2
John Storbeck, financial advisor Kirkland WA
John D. Storbeck
CRD#: 4877923
10827 Ne 68th, Su 200, Kirkland, WA 98033

John Storbeck (CRD# 4877923) is an Investment Advisor Representative working at Omega Financial Investments & Insurance in Kirkland, WA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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