Oakwood Wealth Advisors Ltd.

Oakwood Wealth Advisors Ltd. (CRD# 164656) is a financial advisory firm headquartered in Lisle, IL. They manage $4,200,000 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $110,526
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Oakwood Wealth Advisors Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
Darryl P. Franklin
CRD#: 5643121
3333 Warrenville Road, Suite 200, Lisle, IL 60532
93
Wealthminder
score

Darryl Franklin (CRD# 5643121) is an Investment Advisor Representative working at Oakwood Wealth Advisors Ltd. in Lisle, IL and has over 7 years of experience in the finance industry.

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