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Financial ADVSR advisor directory · SEC adviser records

Oak Road Wealth Management financial advisors in Lee's Summit, MO

Every SEC-registered investment adviser representative at a Oak Road Wealth Management office in Lee's Summit, A to Z.

The short answer

3 registered advisors work at Oak Road Wealth Management in Lee's Summit, out of 3 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Oak Road Wealth Management advisors in Lee's Summit, A to Z

Every Oak Road Wealth Management advisor →

Oak Road Wealth Management advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Lee's Summit

All Lee's Summit advisors →

LPL Financial LLC 6Osaic Wealth, Inc. 6Capital Investment Management, Inc. 4Edward Jones 4Freedom Wealth Advisors, LLC 4On Investment Management Co. 4Strongbox Wealth, LLC 4

Questions

How many financial advisors does Oak Road Wealth Management have in Lee's Summit?

3 investment adviser representatives are registered at Oak Road Wealth Management offices in Lee's Summit, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Oak Road Wealth Management one of the largest advisor employers in Lee's Summit?

Oak Road Wealth Management ranks number 8 in Lee's Summit by registered advisors; LPL Financial LLC has the most, with 6.

How do I check a Oak Road Wealth Management advisor in Lee's Summit?

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 Oak Road Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.