Chief Compliance Officer · Skyoak Wealth
Ann T. Zemann
CRD 2731611 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Skyoak Wealth, an SEC-registered wealth manager based in Southfield, MI with $693 million in regulatory assets, lists Ann T. Zemann on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Ann at 2 other registered advisers.
Firms and roles
- Skyoak WealthChief Compliance OfficerWealth manager · Southfield, MI · $693M in regulatory assets
- Beacon Wealth Consultants, Inc.Chief Compliance OfficerWealth manager · Roanoke, VA · $278M in regulatory assets
- Capstone Investment Financial Group, LLCChief Compliance OfficerWealth manager · Webster, NY · $175M in regulatory assets
AtlasMembers
Ann’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Craig T. SimmonsManaging Partner, Skyoak Wealth
- Jeremy S. BrandtManaging Partner, Skyoak Wealth
- Kenneth G. BrandtManaging Partner, Skyoak Wealth
- Richard S. LaymonChief Executive Officer, Beacon Wealth Consultants, Inc.
- Cassandra C. LaymonOwner/president, Beacon Wealth Consultants, Inc.
4 more people named with Ann on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ann’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.