Ryan
Thomsen
First Oak Wealth Management, LLC
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About this Advisor
Ryan Thomsen is a financial advisor based in Raleigh, North Carolina, with 6 years of industry experience. Thomsen is an employee of First Oak Wealth Management, LLC. Over the course of their career, they have held roles at Edward Jones, Great Lakes & Atlantic Wealth Management And Advisory Partners, First Oak Wealth Management and Oak City Consulting, LLC. Thomsen holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to advise clients in North Carolina. First Oak Wealth Management, LLC is a financial advisory business based out of Raleigh, NC. The company has just four employees. It controls $197 million in assets across its 647 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 647 accounts, 22% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules depend on which services the firm provides the client. Fee types charged by First Oak Wealth Management, LLC most likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Oak Wealth Management, LLC Brokerage Details
$197,210,875
4
647
$304,808
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Ryan Thomsen Work History
Ryan has been registered as a financial advisor for 6 years.*
First Oak Wealth Management
Great Lakes & Atlantic Wealth Management And Advisory Partners
Oak City Consulting, LLC
Edward Jones
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Thomsen 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 First Oak Wealth Management, LLC
Raleigh, NC
Raleigh, NC
Raleigh, NC
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