Featured Business Financial Advisor in Glen Ellyn, IL
Glen Ellyn Financial Advisors
OMH Partner Group, Inc.
999 North Main Street, Suite 106-D
Glen Ellyn, IL 60137
(630) 510-3126
“Protect, Manage, Educate...Investment Navigation”
Advisor Profile
Paul Daly
Name:  Paul Daly
Phone Number:  (630) 510-3126
Website:  Visit Website
Disclaimer
Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. BCM and OMH Partner Group are independent of each other. Insurance and Annuity products are sold separately through OMH Partner Group, Inc. Nothing contained in our website, or any correspondence is intended to provide tax or legal advice. Consult with your tax advisor and/or legal counsel for suitability regarding your specific situation. Hypothetical or historical rates of return are not a guarantee of future results.

About OMH Partner Group, Inc.

OMH Partner Group specializes in protecting principle, managing risk, and educating our clients in the investment process. It is the investment navigation that a client needs in today's financial world. We utilize The Financial ABC's of Retirement Planning Model which is a balance approach to investing.

OMH Partner Group expertise includes managed investment accounts, fixed indexed annuities, gold/silver, and creating income plans. We make sure each client has just the right blend of protection of principle, liquidity, and managed risk. Licensed to provided financial services and insurance products for the State of Illinois.
 

General Information

States Willing to do Business in:    Illinois, with a focus on Dupage County and surrounding areas.
Name of Broker/Dealer:    Brookstone Capital Management, LLC
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
Number of Years with Current Firm:    25
Name of Custodial Firm:    TD Ameritrade Institutional
CRD#:    2684208
Gender:    Male
Years of Experience in Financial Services:    25
 

Education

Academic Background
 
BS in Economics and Marketing, Western Illinois University, Class of 1991
 

Services

I can meet clients in the following ways:    Via email, Via phone, At my office, Video Conference
Investment Types:    Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs)
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
Securities Licenses:    Series 65
 

Compliance

I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Fee Charged for Managed Accounts:    1.35-1.50
Compensation Methods:    Based on Assets, Flat Fee, Commissions
Additional Details on Charges:    Managed accounts are fee based and can range from 1.35% to 1.50% based on the model, the advisor receives 1.0% of that total fee for assets under management, these are annual management fees that are taken out of the clients account balance.

Insurance products are commissioned and paid directly to advisor by the carrier
Fee % Based on Assets:    1.35-1.50
 
 
 
 
 
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