Skyoak Wealth
Skyoak Wealth (CRD# 299564) is a financial advisory firm headquartered in Southfield, MI. They manage $497,021,373 in 1,175 accounts and serve the financial needs of clients across 8 states (or territories).
-
Total Assets Under Management497MILLION
-
Total Number of Accounts1,175ACCOUNTS
-
Average Account Value$422,997
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IN, MI, NV, OH, TX
Jeremy Brandt (CRD# 5296008) is an Investment Advisor Representative working at Skyoak Wealth in Southfield, MI and has over 16 years of experience in the finance industry.
Kenneth Brandt (CRD# 28928) is an Investment Advisor Representative working at Skyoak Wealth in Southfield, MI and has over 43 years of experience in the finance industry.
Don Gill Iii (CRD# 6213086) is an Investment Advisor Representative working at Skyoak Wealth in Southfield, MI and has over 7 years of experience in the finance industry.
Tracy Ronningen (CRD# 705560) is an Investment Advisor Representative working at Skyoak Wealth in Medford, OR and has over 29 years of experience in the finance industry.
Craig Simmons (CRD# 2439771) is an Investment Advisor Representative working at SkyOak Wealth, LLC in Southfield, MI and has over 25 years of experience in the finance industry.