Oak Park Wealth Management LLC
Oak Park Wealth Management LLC (CRD# 195511) is a financial advisory firm headquartered in Westlake, OH. They manage $12,191,231 in 41 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts41ACCOUNTS
Average Account Value$297,347
- 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
- Selection of other advisers (including private fund managers)
Daniel Doyle (CRD# 5069615) is an Investment Advisor Representative working at Oak Park Wealth Management LLC in Westlake, OH and has over 10 years of experience in the finance industry. Daniel Doyle 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.