Khalil M. Williams

OMNI WEALTH PLANNING

WEST LAFAYETTE, IN

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CRD#: 7315468

Professional summary

Khalil M Williams, who also goes by Khalil Williams, is a registered financial advisor currently at OMNI WEALTH PLANNING, LLC located in West Lafayette, Indiana.

Khalil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Khalil has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Khalil Williams

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.)Lafayette Transitional Housing Center, LTHC Homeless Services -Board Member, Finance/Investment Committee Member -Internal financial review and education(no product or investment recommendations), strategic vision planning, approval and analysis of LTHC's community and staff involvement, engagement in volunteer services such as cooking, gathering supplies, advocacy. -815 N 12th St, Lafayette, IN, 47904 about 2-10 hours a month 2.)Business owner - Omni Growth Systems -Develop and prepare workshops, educational material and seminars that educate on social sciences and personal development. Deliver keynote speeches about personal growth and overcoming adverse and challenging life events. -Works approximately 30 hours a month. Is not investment-related and no recommendations are made.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Khalil M Williams's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 19, 2025 - Present

OMNI WEALTH PLANNING, LLC

RIA

CRD#: 334906

WEST LAFAYETTE, IN

Past

June 18, 2024 - February 27, 2025

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

LAFAYETTE, IN

Past

April 15, 2024 - February 27, 2025

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

LAFAYETTE, IN

Past

May 13, 2021 - January 10, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Lafayette, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(2/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/13/2024

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/1/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/15/2024

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 5/13/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 1/29/2021

Securities Industry Essentials Examination

Current Firm

OMNI WEALTH PLANNING, LLC

CRD#: 334906 / SEC#:

Indiana

Registered Investment Advisory firm - (2/19/2025 Approved)

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Contact information

Main Address

West Lafayette, IN

Mailing Address

Phone number

(765) 621-1175

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Firm Stability Insights

Khalil M. Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Khalil M Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

OMNI WEALTH PLANNING, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/13/2024

Series 63

Date: 10/1/2021

Series 7TO

Date: 4/15/2024

Series 6TO

Date: 5/13/2021

SIE

Date: 1/29/2021

Current Firm

OMNI WEALTH PLANNING, LLC

Contact information

Documents

Red Flags

Company Information

OMNI WEALTH PLANNING, LLC

TRUST BUT VERIFY

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