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Michael Christopher Walther

OAK WEALTH ADVISORS LLC·NORTHBROOK, Illinois
Series 2, Series 65Clean record17 years registeredOAK WEALTH ADVISORS LLC
836 SKOKIE BLVD., NORTHBROOK, IL 60062CRD# 2665663Firm CRD# 148832

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Christopher Walther · NORTHBROOK, IL
Registration
CRD #2665663 · OAK WEALTH ADVISORS LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

OAK WEALTH ADVISORS LLC
Nov 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · November 24, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OAK WEALTH ADVISORS LLC
CRD 148832 · SEC 801-110588
AUM
$283M
Regulatory assets under management
Employees
6
572 client accounts
Services offered by OAK WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OAK WEALTH ADVISORS LLC →
Introduction

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Frequently Asked Questions

What services does Michael Christopher Walther offer?
Michael Christopher Walther specializes in Financial Planning, Investment Management. Contact their office in NORTHBROOK, Illinois for a consultation.
What are Michael Christopher Walther's credentials?
Michael Christopher Walther is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Christopher Walther located?
Michael Christopher Walther is based in NORTHBROOK, Illinois, working with OAK WEALTH ADVISORS LLC. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.
How does Michael Christopher Walther charge for services?
Michael Christopher Walther's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAK WEALTH ADVISORS LLC?
OAK WEALTH ADVISORS LLC has approximately 6 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)BLOOMINGTON (31)
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