SB
CFA
SB
CFA

Sean Burian

14 Years of Experience
Fargo, ND

Sean Burian is a CFA-designated registered investment advisor at Omnia Finance, LLC, based in Fargo, ND, with 14 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $74M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$36.9M average
Assets Under Management
$73.8M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$1,000

Omnia Finance charges a monthly retainer fee for investment advisory services. The monthly retainer may range from $1,000 to $15,000, based on the scope and complexity of the services provided.

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Location

4654 Amber Valley Parkway S, Suite 100, Fargo, ND, 58104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sean is an EVP at Blackridge Financial, Inc. since 2004, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Omnia Finance, LLC
January 2012 - Present · 14 yrs 3 mos
State Registrations1 state
ND
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Sean Burian - Financial Advisor | TrueAdvisor