Oak Road Wealth Management

Oak Road Wealth Management (CRD# 284446) is a financial advisory firm headquartered in , . They manage $47,650,122 in 221 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.oakroadwealth.com
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $215,611
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MO

Financial Advisors at Oak Road Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Michael Murff, financial advisor Lees Summit MO
Michael B. Murff
CRD#: 7013462
Lees Summit, MO

Michael Murff (CRD# 7013462) is an Investment Advisor Representative working at Oak Road Wealth Management in Lees Summit, MO and has over 5 years of experience in the finance industry.

2
Daniel Shepard, financial advisor Lees Summit MO
Daniel E. Shepard
CRD#: 4593347
Lees Summit, MO

Daniel Shepard (CRD# 4593347) is an Investment Advisor Representative working at Oak Road Wealth Management in Lees Summit, MO and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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