AD
Andrew Daniel Voeltner
CRD 5946019
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Lpl Financial Llc | Registered representative | 07/20/2026 |
| Omni Financial Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Omni Financial Llc
Managing Principal / Cco · 75% or more · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗