Unclaimed Profile

William Russell Hesmer

OAK HARBOR WEALTH PARTNERS, LLC·RALEIGH, North Carolina

SIE, Series 7, Series 66CFPClean record13 years registeredOAK HARBOR WEALTH PARTNERS, LLC

3101 GLENWOOD AVENUE, RALEIGH, NC 27612CRD# 6166507Firm CRD# 311528

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Russell Hesmer · RALEIGH, NC

Registration

CRD #6166507 · OAK HARBOR WEALTH PARTNERS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

HESMER WEALTH MANAGEMENT LLC

Feb 2026 – present

OAK HARBOR WEALTH PARTNERS, LLC

Oct 2021 – Apr 2026

RALEIGH, NC

RAYMOND JAMES & ASSOCIATES, INC.

Apr 2013 – Oct 2021

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 29, 2013

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OAK HARBOR WEALTH PARTNERS, LLC

CRD 311528 · SEC 801-122270

AUM

$566M

Regulatory assets under management

Employees

1,397 client accounts

Services offered by OAK HARBOR WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OAK HARBOR WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does William Russell Hesmer offer?

William Russell Hesmer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are William Russell Hesmer's credentials?

William Russell Hesmer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Russell Hesmer located?

William Russell Hesmer is based in RALEIGH, North Carolina, working with OAK HARBOR WEALTH PARTNERS, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does William Russell Hesmer charge for services?

William Russell Hesmer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OAK HARBOR WEALTH PARTNERS, LLC?

OAK HARBOR WEALTH PARTNERS, LLC has approximately 7 employees and manages $566M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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