Emily Oman, financial advisor Eau Claire WI
88 score

Emily Oman

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Eau Claire, WI Jun 2014 - Current 2
Raymond James Financial Services,inc Eau Claire, WI Apr 2014 - Current 2
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
Contact Info for Emily M. Oman
Phone Number: 727-567-5877
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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