Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Komaniak is an Investment Adviser Representative with Oakmont Capital Management, LLC based in Oakmont, Pennsylvania. Michael has been in the industry for over 6 years and is registered with the state of Pennsylvania. Michael is also a Series 65 licensed individual. Michael holds a Series 65 license which was issued on 8/5/2023. Michael has a specialization in 1, 2, 4, 5, 6 and 10. Oakmont Capital Management, LLC has a total of 7 investment adviser representatives. Oakmont Capital Management, LLC has a total of 882 client accounts with approximately $528,412,608 in assets under management. Oakmont Capital Management, LLC manages assets for individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities and pooled investment vehicles. Michael’s current employment with Oakmont Capital Management, LLC began in September 2022. Oakmont Capital Management, LLC has an office in Oakmont, Pennsylvania.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
08/07/2023 - Present
Oakmont Capital Management, LLC (OAKMONT PA)
IA
Issued 08/05/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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