Openair Financial, LLC

Openair Financial, LLC (CRD# 300362) is a financial advisory firm headquartered in Southlake, TX. They manage $175,000,000 in 793 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
280 Miron Drive, Southlake, TX 76092
https://openairfinancial.com
By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    793
    ACCOUNTS
  • Average Account Value
    $220,681
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, UT

Financial Advisors at Openair Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Stewart Fields, financial advisor Dallas TX
Stewart E. Fields
CRD#: 5881621
17000 Dallas Parkway, Suite 102, Dallas, TX 75248

Stewart Fields (CRD# 5881621) is an Investment Advisor Representative working at Openair Financial, LLC in Dallas, TX and has over 12 years of experience in the finance industry.

2
Jonathan Lawton, financial advisor Dallas TX
Jonathan K. Lawton
CRD#: 5046284
17000 Dallas Parkway, Suite 102, Dallas, TX 75248

Jonathan Lawton (CRD# 5046284) is an Investment Advisor Representative working at Openair Financial, LLC in Dallas, TX and has over 18 years of experience in the finance industry.

3
Chris Massenburg, financial advisor Dallas TX
Chris R. Massenburg
CRD#: 5787134
17000 Dallas Pkwy, Suite 102, Dallas, TX 75248

Chris Massenburg (CRD# 5787134) is an Investment Advisor Representative working at Openair Financial, LLC in Dallas, TX and has over 13 years of experience in the finance industry.

4
Jeffery Butler, financial advisor Rockwall TX
Jeffery L. Butler
CRD#: 6802076
1131 W Yellow Jacket Lane, Rockwall, TX 75087

Jeffery Butler (CRD# 6802076) is an Investment Advisor Representative working at Openair Financial, LLC in Rockwall, TX and has over 4 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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