Omni Financial Securities, Inc.

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Columbus, Ohio
CRD number
29320
Registered since
October 16, 1991

Firm profile

FINTRX

Overview

Omni Financial Securities, Inc. is organized as a corporation and has been SEC-registered since 1991. Ownership is identified as a combination of a domestic entity and an individual. The firm's public filings classify it as unclassified rather than as a defined adviser subtype. Public disclosures for Omni Financial Securities, Inc. are limited. The firm is not flagged as a capital allocator, does not report active ESG investing, and is not designated a multi-state adviser. It also is not listed as a newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Robert Ostrander

    Robert Ostrander

    President, CEOCRD 731229

Contacts

3 of 6
  • Christopher Martinez

    Investment Advisor Representative, Registered RepresentativeCRD 5216336

  • Richard Milliken

    Richard Milliken

    Investment Advisor RepresentativeCRD 3217681

  • Ralph Martinez

    Registered RepresentativeCRD 1080618

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Columbus, OH

Franklin

Location

Columbus, OH

Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
Franklin
Address
1900 Polaris Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth