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).

Current Firm Details
28411 Northwestern Hwy, Suite 760, Southfield, MI 48034
http://skyoakwealth.com
By the Numbers
  • Total Assets Under Management
    497
    MILLION
  • Total Number of Accounts
    1,175
    ACCOUNTS
  • Average Account Value
    $422,997
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IN, MI, NV, OH, TX

Financial Advisors at Skyoak Wealth
Showing 1 - 5 of 5 top financial advisors.
1
Jeremy Brandt, financial advisor Southfield MI
Jeremy S. Brandt
CRD#: 5296008
28411 Northwestern Hwy, Suite 760, Southfield, MI 48034

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.

2
Kenneth Brandt, financial advisor Southfield MI
Kenneth G. Brandt
CRD#: 28928
28411 Northwestern Hwy, Suite 760, Southfield, MI 48034

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.

3
Don Gill Iii, financial advisor Southfield MI
Don B. Gill Iii
CRD#: 6213086
28411 Northwestern Hwy, Suite 760, Southfield, MI 48034

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.

4
Tracy Ronningen, financial advisor Medford OR
Tracy L. Ronningen
CRD#: 705560
920 Town Centre Drive, Medford, OR 97504

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.

5
Craig Simmons, financial advisor Southfield MI
Craig T. Simmons
CRD#: 2439771
28411 Northwestern Hwy, Suite 760, Southfield, MI 48034

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.

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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