Emily OmanCRD Number: 6250068
Current Firm: Raymond James Financial Services Advisors, Inc.
Emily Oman (CRD# 6250068) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Eau Claire, WI and has over 3 years of experience in the finance industry.
Bernicke Wealth Management, Ltd.
Bernicke Wealth Management, Ltd.
Commonwealth Financial Network
|Raymond James Financial Services Advisors Inc.||Eau Claire, WI||Jun 2014 - Current||3|
|Raymond James Financial Services,inc||Eau Claire, WI||Apr 2014 - Current||3|
|Blue Granite Wealth, LLC||Eau Claire, WI||Sep 2013 - Current||3|
|Greater Marinette-monominee Ymca||Menominee, MI||Sep 2011 - Sep 2013||2|
|Mikutowski Woodworking||Menominee, MI||Jul 2011 - Sep 2013||2|
|Uw-stevens Point||Stevens Point, MI||Sep 2010 - Jul 2011||< 1|
|Miss Effies Country Flowers & Garden Stuff||Donahue, IA||May 2010 - Sep 2010||< 1|
|Uw-stevens Point||Stevens Point, WI||Sep 2009 - May 2010||< 1|
|Davenport Freighthouse Framers Market||Davenport, IA||May 2009 - Sep 2009||< 1|
|Uw-stevens Point||Stevens Point, WI||Sep 2008 - May 2009||< 1|
|Stephenson Natl Bank||Marinette, WI||Sep 2006 - Aug 2008||1|
|Marinette Senior High School||Marinette, WI||Sep 2004 - May 2008||3|
|Greater Marinette-menominee Ymca||Menominee, MI||Sep 2005 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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