Oakstone Financial Management, LLC

Oakstone Financial Management, LLC (CRD# 299749) is a financial advisory firm headquartered in Gahanna, OH. They manage $41,764,102 in 132 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
663 Ulverston Drive, Gahanna, OH 43230
https://www.oakstonecolumbus.com
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $316,395
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Oakstone Financial Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Seth Becker, financial advisor Gahanna OH
Seth Becker
CRD#: 4125151
663 Ulverston Drive, Gahanna, OH 43230

Seth Becker (CRD# 4125151) is an Investment Advisor Representative working at Oakstone Financial Management, LLC in Gahanna, OH 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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