Michael
Walther
Oak Wealth Advisors LLC
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About this Advisor
Michael Walther is a financial advisor based in Northbrook, Illinois, working with Oak Wealth Advisors LLC. Michael has previously held a position at Oak Wealth Advisors LLC. Michael has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Michael is part of Oak Wealth Advisors LLC, which operates out of Northbrook, Illinois. The firm has 2 offices and 6 employees. The firm manages assets totaling $283.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. The fee structure at Oak Wealth Advisors LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oak Wealth Advisors LLC Brokerage Details
$283,277,552
6
572
$495,240
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Michael Walther Work History
Oak Wealth Advisors LLC
Disclosures
Please visit the SEC profile of Michael Walther to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oak Wealth Advisors LLC
Northbrook, IL
Northbrook, IL
South Jordan, UT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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