Omnistar Financial Group
OmniStar was designed to provide the expertise and capabilities of a national institution while maintaining objectivity, and independence. Combined with the highest levels of individual attention, we deliver an unbiased, conflict-free environment focused solely on the best interests of our clients. Client Centric - Our Firm delivers expertise in asset management, advanced planning and the highest level of personalized service. Unlike most wealth management firms, we design and manage our sophisticated suite of portfolios using individual equities, exchange traded funds, mutual funds and alternative investments. We are not paid through commissions or transactions nor do we have any affiliations or financial arrangements with third parties that might distort our objectivity or present conflicts of interest. Independent - By choice, we are free to recommend only those services that meet our clients’ needs – that is, no quotas or pressure to sell proprietary products. Independent research enables us to design investment strategies solely on the merits of their characteristics and their suitability for each client. Fee Based – Whatever challenges you, or your organization face, OmniStar Financial Group provides a team of professionals with the functional competency to overcome these obstacles. Our fee-based platform removes all biases and paves the way for us to remain focused on the investment planning and wealth management needs of those we serve. In other words, our clients interest are always ahead of our own. Commitment to our Community — We are committed to improving the communities in which we live and work. Our team-members are encouraged to participate in these efforts while supporting the areas that are most important to them.
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Verified contacts
7
available on Kipplo
LinkedIn employees
5
11 to 50 range
Open roles
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no listings
Distinct roles
7
indexed titles
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- RF
Roger Fuller
Senior Portfolio Manager · Finance & Accounting
EmailPhone - JC
Joshua Cathcart
Retirement Plan Specialist · Finance & Accounting
EmailPhone - DH
Dustin Hocken
Wealth Advisor · Finance & Accounting
EmailPhone - DL
Dylan Lippe
Planner · Finance & Accounting
EmailPhone - PL
Phillip L. Clark
President · General Business & Management
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Omnistar Financial Group
7 distinct titles indexed · top 7 shown.
- 1associate advisor and paraplanner
- 1associate wealth advisor
- 1planner
- 1president
- 1retirement plan specialist
- 1senior portfolio manager
- 1wealth advisor
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