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
1360 S 5th St, Suite 398, Saint Charles, MO 63301
http://www.linkedin.com/company/oakview-wealth-solutions-llc/
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MO

Financial Advisors at Oakview Wealth Solutions LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Burns, financial advisor Saint Charles MO
John S. Burns
CRD#: 5993698
1360 S 5th St, Suite 398, Saint Charles, MO 63301

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.

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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