Michael Banasiak
Omni Wealth Management · Waukee, Iowa
Michael Banasiak is a fee-only financial advisor at Omni Wealth Management in Waukee, Iowa, who holds the CFP credential. Omni Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Omni Wealth Management |
|---|---|
| Based in | Waukee, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $36.6M across 274 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA, TX · CRD 4973485 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | omniwealthdsm.com |
How Michael's firm compares
- Omni Wealth Management's average account is about $134,000, from its Form ADV (assets managed divided by 274 accounts).
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Questions about Michael
Is Michael Banasiak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Omni Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Omni Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Banasiak based?
Michael Banasiak is based in Waukee, Iowa.
What credentials does Michael Banasiak hold?
Michael Banasiak holds the CFP credential.
Is Michael Banasiak registered with the SEC?
Yes. Michael Banasiak is registered as an investment adviser representative in IA and TX (CRD 4973485), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Omni Wealth Management manage?
Omni Wealth Management reports $36.6M across 274 accounts in assets under management.
How do I contact Michael Banasiak?
Through Michael's website, omniwealthdsm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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