Omar Ahmadieh (CRD# 6235413) is an Investment Advisor Representative working at J M Brown Financial Partners in Tulsa, OK and has over 9 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jm Brown Financial Partners | Tulsa, OK | Sep 2018 - Current | 5 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jul 2016 - Aug 2018 | 2 |
| Sells Calls Through Craigslist | Broken Arrow, OK | Nov 2014 - Aug 2018 | 3 |
| Northwestern Mutual Investment Services, LLC | Tulsa, OK | Mar 2014 - Aug 2018 | 4 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Aug 2013 - Aug 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2014 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- CA
- OK
-
Total Assets Under Management120MILLIONS
-
Total Number of Accounts716ACCOUNTS
-
Average Account Value$167,598
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, KS, MI, NJ, NY, OK, TN, TX, VA
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