Oak Road Wealth Management
Oak Road Wealth Management (CRD# 284446) is a financial advisory firm headquartered in , . They manage $47,650,122 in 221 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Oak Road Wealth Management
By the Numbers
-
Total Assets Under Management48MILLION
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Total Number of Accounts221ACCOUNTS
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Average Account Value$215,611
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MO
Financial Advisors at Oak Road Wealth Management
1
Michael Murff (CRD# 7013462) is an Investment Advisor Representative working at Oak Road Wealth Management in Lees Summit, MO and has over 5 years of experience in the finance industry.
2
Daniel Shepard (CRD# 4593347) is an Investment Advisor Representative working at Oak Road Wealth Management in Lees Summit, MO and has over 21 years of experience in the finance industry.
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