Robert S. Omelina
Professional summary
Robert Steven Omelina JR is a registered financial advisor currently at OMELINA GROUP WEALTH MANAGEMENT INC. located in Minocqua, Wisconsin.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Robert has worked at 4 firms and has passed the Series 65, Series 63, Series 5, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Steven Omelina JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 4, 2014 - Present
OMELINA GROUP WEALTH MANAGEMENT INC.
August 11, 2010 - April 25, 2013
STIFEL INDEPENDENT ADVISORS, LLC
August 11, 2010 - April 25, 2013
STIFEL INDEPENDENT ADVISORS, LLC
May 15, 2007 - December 5, 2009
STIFEL INDEPENDENT ADVISORS, LLC
May 15, 2007 - December 5, 2009
STIFEL INDEPENDENT ADVISORS, LLC
April 2, 2003 - April 2, 2003
STIFEL, NICOLAUS & COMPANY, INCORPORATED
April 26, 2000 - May 16, 2007
STIFEL, NICOLAUS & COMPANY, INCORPORATED
December 30, 1980 - April 27, 2000
ROBERT W. BAIRD & CO. INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/4/2014)
Exams
Series 5
Date: 1/30/1982
Interest Rate Options ExaminationSeries 8
Date: 5/6/1988
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
OMELINA GROUP WEALTH MANAGEMENT INC.
CRD#: 169334 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 14,200,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
