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Ryan Paul Thomsen

FIRST OAK WEALTH MANAGEMENT, LLC·RALEIGH, North Carolina
Unclaimed Profile
9131 ANSON WAY, RALEIGH, NC 27615CRD# 5438732Firm CRD# 288316
01

About

Ryan Paul Thomsen is a registered financial advisor based in RALEIGH, North Carolina, affiliated with FIRST OAK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIRST OAK WEALTH MANAGEMENT, LLC
FIRST OAK WEALTH MANAGEMENT, LLC
AUM
$253M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FIRST OAK WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5438732
Firm CRD# 288316
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ryan Paul Thomsen offer?
Ryan Paul Thomsen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.
What are Ryan Paul Thomsen's credentials?
Ryan Paul Thomsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Paul Thomsen located?
Ryan Paul Thomsen is based in RALEIGH, North Carolina, working with FIRST OAK WEALTH MANAGEMENT, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does Ryan Paul Thomsen charge for services?
Ryan Paul Thomsen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST OAK WEALTH MANAGEMENT, LLC?
FIRST OAK WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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