Brian
Boswell
Oakwell Private Wealth Management
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About this Advisor
Brian Boswell is a financial advisor based in Austin, Texas, working with Oakwell Private Wealth Management. Brian has previously held positions at Cuso Financial Services, L.P, Amplify Federal Credit Union, Bearing Financial Advisors, LLC, Vsr Financial Services, Inc, Vsr Advisory Services, and Oakwell Private Wealth Management. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Brian is part of Oakwell Private Wealth Management, which operates out of Austin, Texas. The firm has 1 office and 11 employees. The firm manages assets totaling $411.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Oakwell Private Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oakwell Private Wealth Management Brokerage Details
$411,756,060
11
923
$446,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Brian Boswell Work History
Oakwell Private Wealth Management
Bearing Financial Advisors, LLC
Vsr Financial Services, Inc
Vsr Advisory Services
Cuso Financial Services, L.P
Amplify Federal Credit Union
Disclosures
Please visit the SEC profile of Brian Boswell 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 Oakwell Private Wealth Management
Seguin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
New Braunfels, TX
Austin, TX
Austin, TX
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