Ryan
Mcguire
Oak Wealth Advisors LLC
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About this Advisor
Ryan Mcguire is a certified financial planner who works out of Fitchburg, Wisconsin, with a total of 2 years of relevant experience. Mcguire currently works for Oak Wealth Advisors LLC. Over the course of their career, they have held roles at Sva Plumb, Hewins Financial Advisors, LLC, Uw Athletics, Uw Madison, Wipfli Financial Advisors, LLC and Oak Wealth Advisors, LLC. Mcguire holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Wisconsin. Oak Wealth Advisors LLC is an advisory firm that has its headquarters in Northbrook, IL. The firm has offices in three locations and a total of seven people on staff. It controls $211 million in assets across its 99 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 99 accounts, 25% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. Fees charged by financial advisors typically vary depending on which services are provided. However, fee types billed by Oak Wealth Advisors LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oak Wealth Advisors LLC Brokerage Details
$211,200,000
7
99
$2,133,333
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Ryan Mcguire Work History
Ryan has been registered as a financial advisor for 2 years.*
Oak Wealth Advisors, LLC
Wipfli Financial Advisors, LLC
Wipfli Financial Advisors, LLC
Hewins Financial Advisors, LLC
Hewins Financial Advisors, LLC
Sva Plumb
Uw Athletics
Uw Madison
*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 Mcguire 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
Fitchburg, WI
Sioux Falls, SD
Northbrook, IL
South Jordan, UT
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.