Oak Advisors, LLC

Oak Advisors, LLC (CRD# 137192) is a financial advisory firm headquartered in Bluffton, SC. They manage $122,453,660 in 361 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    361
    ACCOUNTS
  • Average Account Value
    $339,207
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, SC, TX

Financial Advisors at Oak Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Michelle A. Myhre
CRD#: 3024239
3 Clark Summit Drive, Suite 201, Bluffton, SC 29910
96
Wealthminder
score

Michelle Myhre (CRD# 3024239) is an Investment Advisor Representative working at Oak Advisors, LLC in Bluffton, SC and has over 18 years of experience in the finance industry. Michelle Myhre has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jennifer A. Thompson
CRD#: 4537271
3 Clark Summit Drive, Suite 201, Bluffton, SC 29910
96
Wealthminder
score

Jennifer Thompson (CRD# 4537271) is an Investment Advisor Representative working at Oak Advisors, LLC in Bluffton, SC and has over 8 years of experience in the finance industry. Jennifer Thompson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John C. Chiacchiero
CRD#: 3100917
3 Clark Summit Drive, Suite 201, Bluffton, SC 29910
93
Wealthminder
score

John Chiacchiero (CRD# 3100917) is an Investment Advisor Representative working at Oak Advisors, LLC in Bluffton, SC and has over 18 years of experience in the finance industry.

4
Earl L. Nelson
CRD#: 2732093
3 Clark Summit Drive, Suite 201, Bluffton, SC 29910
88
Wealthminder
score

Earl Nelson (CRD# 2732093) is an Investment Advisor Representative working at Oak Advisors, LLC in Bluffton, SC and has 1 year of experience in the finance industry.

5
Alfred A. Cerrati
CRD#: 4671684
3 Clark Summit Drive, Suite 201, Bluffton, SC 29910
87
Wealthminder
score

Alfred Cerrati (CRD# 4671684) is an Investment Advisor Representative working at Oak Advisors, LLC in Bluffton, SC and has 1 year of experience in the finance industry.

6
Christopher Kiesel
CRD#: 2503273
3 Clark Summit Drive, Suite 201, Bluffton, SC 29910
84
Wealthminder
score

Christopher Kiesel (CRD# 2503273) is an Investment Advisor Representative working at Oak Advisors, LLC in Bluffton, SC and has over 17 years of experience in the finance industry.

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