A complete list of active advisors currently associated with Omnistar Financial Group, Inc.
Warmer can help you find a great advisor at Omnistar Financial Group, Inc. or one who fits your needs even better.
OmniStar Financial Group provides wealth management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), retirement plans, trusts, estates and business entities. The firm offers discretionary portfolio management, tailored financial plans, and consulting services, and generally requires a $250,000 minimum for wealth management clients. The firm combines fundamental and technical analysis and implements several named tactical equity strategies — including Momentum (up to 30 stocks with market cap and beta constraints), Equity Income, Growth & Income, an Institutional strategy, and ETF-based allocations. OmniStar’s brochure also discloses use of options and other derivatives as investment instruments and discusses the attendant risks, and its managed-account programs may incorporate these instruments as part of their strategies. OmniStar is also licensed as an insurance agency and discloses that associated persons earn commission‑based compensation for selling insurance products, a practice the ADV identifies as a potential conflict of interest. The brochure further describes an affiliated charitable foundation that clients may be asked to support and enhanced service bundles for larger accounts (LifeLock subscription, OmniCap planning tools and limited estate/CPA fee reimbursements), features that set it apart from many peers.
To learn more about the advisors currently working at Omnistar Financial Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wilmington, NC
| 4
| |
Wilmington, NC
| 27
| |
Wilmington, NC
| 18
| |
Wilmington, NC
| 12
| |
Wilmington, NC
| 0
|
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