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Khalil M Williams

Omni Wealth Planning, LLC

West Lafayette, IN

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Current Employers
Omni Wealth Planning, Llc

West Lafayette, IN • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-02-19
  • IN RA
    APPROVED
    Since 2025-02-19

Branch Locations

West Lafayette, IN • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valley Oaks Health Lafayette IN 11/2019 11/2020
Purdue University West Lafayette IN 08/2015 05/2019
Purdue Science Express West Lafayette IN 09/2016 05/2019
Student Ifrane 05/2019 11/2019
Northwestern Mutual Life Insurance Company Milwaukee WI 12/2020 01/2024
Northwestern Mutual Investment Services Llc Crown Point IN 12/2020 01/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2022 01/2024
Raymond James & Associates Inc. Lafayette IN 02/2024 02/2025
Omni Wealth Planning, Llc West Lafayette IN 02/2025 Present
  • 11/2019 → 11/2020
    Valley Oaks Health
    Lafayette, IN
  • 08/2015 → 05/2019
    Purdue University
    West Lafayette, IN
  • 09/2016 → 05/2019
    Purdue Science Express
    West Lafayette, IN
  • 05/2019 → 11/2019
    Student
    Ifrane
  • 12/2020 → 01/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 12/2020 → 01/2024
    Northwestern Mutual Investment Services Llc
    Crown Point, IN
  • 03/2022 → 01/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 02/2024 → 02/2025
    Lafayette, IN
  • 02/2025 → Present
    West Lafayette, IN
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-13
S63 Uniform Securities Agent State Law Examination 2021-10-01
  • S66 Uniform Combined State Law Examination
    2024-06-13
  • S63 Uniform Securities Agent State Law Examination
    2021-10-01
Other Names
  • Khalil Williams

View on SEC IAPD

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