Andrew Daniel Voeltner

Current Employers

Employment History

• 05/2010 → 07/2017
  Jewish Federation Of Madison
  Madison, WI
• 06/2021 → Present
  Omni Financial Llc
  Madison, WI
• 12/2014 → Present
  Lpl Financial, Llc
  Madison, WI

Previous Registrations

• 2011-10-24 → 2014-12-19
  Edward Jones
  St Louis, MO
  Cross Plains, WI

Other Businesses

1. 4/27/2015 - OMNI FINANCIAL - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/27/2015 - 160 Hours Per Month/8 Hours During Securities Trading. 2. 6/22/2021 - Omni Financial, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Stated 06/11/2021 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through Omni Financial, LLC, an independent investment advisor firm. I started this business activity in 06/201. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. WISCONSIN BUILDERS' ASSOCIATION; NON-INVESTMENT RELATED; WISCONSIN; BOARD MEMBER; AUGUST 2013; APPROXIMATELY 8 HRS/MO DURING TRADING HOURS; MANAGES THE ASSOCIATIONS INVESTMENTS 4. IMPACT CHRISTIAN ACADEMY; NON-INVESTMENT RELATED, VERONA, WI; BOARD MEMBER; NOVEMBER 2023; APPROXIMATELY 10 HRS/MO WITH 5 DURING TRADING HRS; SCHOOL BOARD OF DIRECTORS BOARD MEMBER WITH CHECK WRITING AUTHORITY 5. VOLTNER FAMILY MANAGEMENT, LLC: ADMINISTRATIVE AND MARKETING; NON-INVESTMENT RELATED; 6160 SUN VALLEY PKWY, OREGON, WI 53575; PRESIDENT; SEPTEMBER 2024; APPROXIMATELY 3 HOURS PER MONTH WITH ALL 3 HOURS BEING DURING TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2011-08-25

Designations