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Paul Daly

OMH Partner Group, Inc.

999 North Main Street
Suite 106-D

Glen Ellyn, IL 60137
(630) 5103126

Protect, Manage, Educate...Investment Navigation

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

Firm Start Year

1999

CRD#

2684208

Name of Broker/Dealer

Brookstone Capital Management, LLC

Name of Custodial Firm

TD Ameritrade Institutional

Years of Experience in Financial Services

25

Number of Years with Current Firm

25

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Services

Investment Types

Annuities, Mutual Funds, Options & Futures, Bonds, Stocks, Insurance, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via phone, At my office, Video Conference, Via email

Compliance

Registered Investment Advisor

No

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Annuity, Disability, Health, Variable Life, Long Term Care, Variable Annuity, Life

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee

Education

BS Degree with a Major in Economics and Marketing - Economics and Marketing

Western Illinois University
August 1987 - June 1991

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.