Zeches Wealth Management
45yrs
Top advisor by experience in Mesa
3yrs
William Paskel
Full name on record: William Stephen Paskel
Financial advisor at Omni Investment Solutions
Based in Mesa, Arizona, William Paskel is a fiduciary financial advisor with 3 years of industry experience. William has been with Omni Investment Solutions since 2024. Omni Investment Solutions offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and hourly fees.
One of 309 advisors with offices in Mesa, and one of 280 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office4140 E Baseline Rd Suite 101, Mesa, AZ 85206
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$187,168
States licensed ?1 state
Services through Omni Investment Solutions
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowOmni Investment Solutions LLCCurrent firm
Contact William
(480) 284-6393Omni Investment Solutions main office 4140 E Baseline Rd Suite 101Mesa, AZ 85206Office · Get directions
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Questions to ask William
Tailored to William’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Omni Investment Solutions at (480) 284-6393 and ask for William Paskel. William works from the Mesa, AZ office.
How long has William been a financial advisor?
William has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does William hold?
Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Omni Investment Solutions reports being paid by a percentage of the assets they manage, hourly fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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