Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Christopher Walther

OAK Wealth Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Christopher Walther

Michael Walther is an Investment Advisor Representative at Oak Wealth Advisors LLC. Michael has been working in the industry since 1995. Michael holds a Series 65 license and is a Certified Financial Planner. Michael's office is located in Northbrook, Illinois. Michael has been associated with Oak Wealth Advisors LLC since November 2008. Michael specializes in financial planning, portfolio management for individuals, and publication of periodicals.

Firm Information

Michael Walther is currently registered with OAK Wealth Advisors LLC. OAK Wealth Advisors LLC is an investment advisory firm based in NORTHBROOK, IL. With over $283 million in regulatory assets under management, the firm serves a clientele of high-net-worth individuals and individuals other than high-net-worth. They specialize in providing financial planning and portfolio management services for individuals. OAK Wealth Advisors LLC is registered with the SEC under the SEC number 801-110588.
OAK Wealth Advisors LLC

836 SKOKIE BLVD.

NORTHBROOK, IL 60062

$283.28M

Assets Under Management

Not reported

Total Clients

3

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Walther’s Registration & Firm History

IL

11/24/2008 - Present

OAK Wealth Advisors LLC (Northbrook IL)

Not sure if Michael Christopher Walther is right for you?

Licenses & Designations

IA

Issued 09/19/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/12/1995

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Christopher Walther.
Not sure if Michael Christopher Walther is right for you?