Christopher
Kiesel
Oak Advisors, LLC
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About this Advisor
Christopher Kiesel is a financial advisor based in Bluffton, South Carolina, working with Oak Advisors, LLC. Christopher has previously held a position at Oak Advisors, LLC. Christopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in South Carolina. Currently, Christopher is part of Oak Advisors, LLC, which operates out of Bluffton, South Carolina. The firm has 7 employees and manages assets totaling $209.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Oak Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oak Advisors, LLC Brokerage Details
$209,512,283
7
463
$452,510
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Christopher Kiesel Work History
Oak Advisors, LLC
Oak Advisors, LLC
Disclosures
Please visit the SEC profile of Christopher Kiesel 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 Advisors, LLC
Bluffton, SC
Bluffton, SC
Bluffton, SC
Bluffton, SC
Bluffton, SC
Bluffton, SC
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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