Oakview Wealth Solutions LLC
Oakview Wealth Solutions LLC (CRD# 297531) is a financial advisory firm headquartered in Saint Charles, MO. They manage $23,200,000 in 174 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management23MILLION
-
Total Number of Accounts174ACCOUNTS
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Average Account Value$133,333
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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MO
Financial Advisors at Oakview Wealth Solutions LLC
1
John Burns (CRD# 5993698) is an Investment Advisor Representative working at Oakview Wealth Solutions LLC in Saint Charles, MO and has over 12 years of experience in the finance industry.
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