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Lawrence Jon Koteski

Oakmont Capital Management, LLC

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About Lawrence Jon Koteski

Lawrence Jon Koteski is a financial advisor with Oakmont Capital Management, LLC, based in Oakmont, PA. Lawrence has been in the financial services industry for over 20 years and has a strong background in investment management. He is a Chartered Financial Analyst, and holds both Series 6 and Series 7 securities licenses as well as Series 63 and 66. Lawrence also has experience in portfolio management for individuals, businesses, and pooled investment vehicles. Lawrence's expertise and experience make him a valuable resource for clients seeking investment advice and financial planning guidance.

Firm Information

Lawrence Koteski is currently registered with Oakmont Capital Management, LLC. Oakmont Capital Management, LLC is an investment advisor located in OAKMONT, PA. The firm has 7 investment adviser representatives and manages approximately $528,412,608 in regulatory assets under management. Oakmont Capital Management, LLC provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. The firm has 882 total accounts, 829 of which are discretionary. The firm's client base includes high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, state or municipal government entities, and corporations or other businesses.
Oakmont Capital Management, LLC

655 ALLEGHENY AVENUE

OAKMONT, PA 15139

$528.41M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Lawrence Koteski’s Registration & Firm History

PA

08/19/2015 - Present

Oakmont Capital Management, LLC (OAKMONT PA)

PA

09/30/1999 - 05/24/2002

YANNI PARTNERS, INC. (PITTSBURGH PA)

KS

07/31/1996 - 10/16/1996

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 01/04/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/02/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/1999

Series 7 - General Securities Representative Examination

BC

Issued 07/30/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lawrence Jon Koteski.
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