Unclaimed Profile

Robert Donald Stimpson

OAK ASSOCIATES LTD·AKRON, Ohio

Series 7, Series 63, Series 65Clean record4 years registeredOAK ASSOCIATES LTD

3800 EMBASSY PARKWAY, AKRON, OH 44333CRD# 2702926Firm CRD# 108874

Profile Verification

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

Identity

Robert Donald Stimpson · AKRON, OH

Registration

CRD #2702926 · OAK ASSOCIATES LTD · 4 years registered

Brand Profile

Not yet started

Career History

OAK ASSOCIATES LTD

Apr 2022 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · April 12, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OAK ASSOCIATES LTD

CRD 108874 · SEC 801-23632

AUM

$1.5B

Regulatory assets under management

Employees

63 client accounts

Services offered by OAK ASSOCIATES LTD

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at OAK ASSOCIATES LTD →

Introduction

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Frequently Asked Questions

What services does Robert Donald Stimpson offer?

Robert Donald Stimpson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in AKRON, Ohio for a consultation.

What are Robert Donald Stimpson's credentials?

Robert Donald Stimpson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Donald Stimpson located?

Robert Donald Stimpson is based in AKRON, Ohio, working with OAK ASSOCIATES LTD. Their office serves clients in the AKRON metropolitan area and surrounding communities.

How does Robert Donald Stimpson charge for services?

Robert Donald Stimpson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OAK ASSOCIATES LTD?

OAK ASSOCIATES LTD has approximately 9 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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