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Financial ADVSR advisor directory · SEC adviser records

Oakwell Private Wealth Management financial advisors in Texas

Every SEC-registered investment adviser representative at a Oakwell Private Wealth Management office in Texas, by city and A to Z.

The short answer

9 registered advisors work at Oakwell Private Wealth Management in Texas, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in New Braunfels (4). 3 list the CFP designation and 0 are also registered broker representatives.

Oakwell Private Wealth Management advisors by city in Texas

Every firm in Texas →

New Braunfels 4Austin 2Cedar Park 1Seguin 1

Oakwell Private Wealth Management advisors in Texas, A to Z

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Oakwell Private Wealth Management advisors in every state →Oakwell Private Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Oakwell Private Wealth Management financial advisors are in Texas?

9 investment adviser representatives are registered at Oakwell Private Wealth Management offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Texas does Oakwell Private Wealth Management have the most advisors?

New Braunfels, with 4, then Austin (2). Oakwell Private Wealth Management has advisors in 4 cities in Texas.

How do I check a Oakwell Private Wealth Management advisor in Texas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Oakwell Private Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.