William S. Paskel

OMNI INVESTMENT SOLUTIONS LLC

Mesa, AZ 85206

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CRD#: 7858713

Professional summary

William Stephen Paskel, who also goes by Stephen Paskel William, is a registered financial advisor currently at OMNI INVESTMENT SOLUTIONS LLC located in Mesa, Arizona.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. William has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stephen Paskel William

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.

Guaranty Retirement Solutions LLC; Mesa, AZ; Investment Related; Insurance Agent; Started 01/2024; 0 hours spent per month on this activity. Mr. Paskel does not intend to offer Clients any insurance products. IT Solutions International dba CMIT Solutions; Phoenix, AZ; Not Investment Related; President/Founder; Started 01/2019; Approximately 20 hours spent per month; 0 hours spent per month during securities trading hours; provide technology support services. Allstate; Phoenix, AZ; Not Investment Related; Senior Manager; Started 09/2019; Approximately 160 hours spent per month; 0 hours are spent per month during securities trading hours; Operations leadership for call center.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Stephen Paskel'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 22, 2024 - Present

OMNI INVESTMENT SOLUTIONS LLC

Office #1: 4140 E Baseline Rd Suite 101, Mesa, AZ 85206

RIA

CRD#: 329893

Mesa, AZ

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

Arizona
(2/22/2024)

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 65

Date: 8/5/2023

Uniform Investment Adviser Law Examination

Current Firm

OMNI INVESTMENT SOLUTIONS LLC

CRD#: 329893 / SEC#:

Arizona

Registered Investment Advisory firm - (2/22/2024 Approved)

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Contact information

Main Address

4140 E Baseline Rd Suite 101, Mesa, AZ 85206

Mailing Address

Phone number

(480) 284-6393

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 1,190,000

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.

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William S. Paskel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Stephen Paskel's CRS (Customer Relationship Summary).

Certified licenses

Experience

OMNI INVESTMENT SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/5/2023

Current Firm

OMNI INVESTMENT SOLUTIONS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OMNI INVESTMENT SOLUTIONS LLC

TRUST BUT VERIFY

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