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 a corporation registered with the SEC since 1991. Public records characterize the firm as owned by a domestic entity and an individual and list its registration classification as unclassified. The FINTRX entry includes several negative flags: the firm is not marked as a capital allocator, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, and not a pension consultant. The firm has provided little detail about its business lines, advisory activities, client types, or fee arrangements in the available data. Because substantive descriptions of investment approach, target clients, or service offerings are not present in the file, there is limited visibility into how the firm positions itself in the market.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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