Thomas Oakes, financial advisor Federal Way WA

Thomas Oakes

CRD Number: 6556474
Current Firm: American Northwest Advisory Services LLC

Thomas Oakes (CRD# 6556474) is an Investment Advisor Representative working at American Northwest Advisory Services LLC in Federal Way, WA and has over 8 years of experience in the finance industry.

Similar Advisors
Eric Maclean, ChFC®, CLU®, AIF®, financial advisor Federal Way WA
Eric S. Maclean, ChFC®, CLU®, AIF®
CRD# 5925615
Securities America Advisors, Inc.
Similar Advisors
Angela Jolley, financial advisor Federal Way WA
Angela M. Jolley
CRD# 4337938
Aspire Capital Advisors LLC
Similar Advisors
Nina Abelman, financial advisor Federal Way WA
Nina L. Abelman
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
American Nw Advisory Services LLC Federal Way, WA Jun 2011 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2015
Contact Info for Thomas D. Oakes
Phone Number: 253-815-6564
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    25
    MILLIONS
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $344,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, FL, NJ, NV, OR, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.