Elliot Omanson (CRD# 6264279) is an Investment Advisor Representative working at Owlfi in Lenexa, KS and has over 10 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Owlfi Ria LLC | Shawnee, KS | May 2021 - Current | 2 |
Owlfi, Inc. | Shawnee, KS | Sep 2003 - Current | 20 |
Motiv8 Investments LLC | 22113 W. 83rd St., Shawnee, KS | Jun 2017 - Jan 2022 | 4 |
Usa Financial Securities | Ada, MI | Mar 2014 - Jun 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- KS
- TX
-
Total Assets Under Management125MILLIONS
-
Total Number of Accounts749ACCOUNTS
-
Average Account Value$167,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, KS, MO, NE, NY, OK, TX, UT
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