Omelina Group Wealth Management Inc.

Omelina Group Wealth Management Inc. (CRD# 169334) is a financial advisory firm headquartered in , . They manage $13,000,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $1,300,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Omelina Group Wealth Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert Omelina, financial advisor Minocqua WI
Robert S. Omelina
CRD#: 720896
Minocqua, WI

Robert Omelina (CRD# 720896) is an Investment Advisor Representative working at Omelina Group Wealth Management Inc. in Minocqua, WI and has over 43 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals