Lindsey
Black
Oakstreet Wealth Management, Inc
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About this Advisor
Lindsey Black is a financial advisor based in Magnolia, Texas, working with Oakstreet Wealth Management, Inc. Lindsey has previously held positions at Bok Financial Asset Management, Inc, Oakstreet Wealth Management, Inc, Tri-Ad, Bokf, Na, Mbm Advisors, Inc, and Bok Financial Securities, Inc. Lindsey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Texas. Currently, Lindsey is part of Oakstreet Wealth Management, Inc, which operates out of Magnolia, Texas. The firm has 1 office and 2 employees. The firm manages assets totaling $400.0 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Oakstreet Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oakstreet Wealth Management, Inc Brokerage Details
$400,000,000
2
50
$8,000,000
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Lindsey Black Work History
Oakstreet Wealth Management, Inc
Tri-Ad
Bok Financial Asset Management, Inc
Bokf, Na
Bok Financial Securities, Inc
Mbm Advisors, Inc
Disclosures
Please visit the SEC profile of Lindsey Black 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 Oakstreet Wealth Management, Inc
Magnolia, TX
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