Omnistar Financial Group, Inc.

Omnistar Financial Group, Inc. (CRD# 138515) is a financial advisory firm headquartered in Hickory, NC. They manage $110,000,000 in 333 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $330,330
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

NC, SC, TX

Financial Advisors at Omnistar Financial Group, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Jason D. Beckley
CRD#: 5906779
1236 19th Street Lane, Nw, Hickory, NC 28601
93
Wealthminder
score

Jason Beckley (CRD# 5906779) is an Investment Advisor Representative working at Omnistar Financial Group, Inc. in Hickory, NC and has over 5 years of experience in the finance industry.

2
Eric D. Whitener
CRD#: 5878843
1236 19th Street Lane, Nw, Hickory, NC 28601
93
Wealthminder
score

Eric Whitener (CRD# 5878843) is an Investment Advisor Representative working at Omnistar Financial Group, Inc. in Hickory, NC and has over 5 years of experience in the finance industry.

3
Alex G. McDonald
CRD#: 5804792
1236 19th Street Lane, Nw, Hickory, NC 28601
90
Wealthminder
score

Alex McDonald (CRD# 5804792) is an Investment Advisor Representative working at Omnistar Financial Group, Inc. in Hickory, NC and has over 5 years of experience in the finance industry.

4
Louis S. Wetmore
CRD#: 5778345
1236 19th Street Lane, Nw, Hickory, NC 28601
81
Wealthminder
score

Louis Wetmore (CRD# 5778345) is an Investment Advisor Representative working at Omnistar Financial Group, Inc. in Hickory, NC and has over 6 years of experience in the finance industry.

5
Phillip L. Clark
CRD#: 3044343
101 Government Avenue, Sw, Hickory, NC 28602
71
Wealthminder
score

Phillip Clark (CRD# 3044343) is an Investment Advisor Representative working at Omnistar Financial Group, Inc. in Hickory, NC and has over 18 years of experience in the finance industry.

6
Roger L. Fuller
CRD#: 2674665
1236 19th Street Lane, Nw, Hickory, NC 28601
71
Wealthminder
score

Roger Fuller (CRD# 2674665) is an Investment Advisor Representative working at Omnistar Financial Group, Inc. in Hickory, NC and has over 20 years of experience in the finance industry. Roger Fuller 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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