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Michael James Menzer

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC·WESTERVILLE, Ohio
SIE, Series 7, Series 22, Series 24, Series 27, Series 28, Series 39, Series 63, Series 99TOClean recordWHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
4960 E. DUBLIN-GRANVILLE ROAD, WESTERVILLE, OH 43081CRD# 1597360Firm CRD# 157766

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael James Menzer · WESTERVILLE, OH
Registration
CRD #1597360 · WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 22
Series 24
Series 27
Series 28
Series 39
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
CRD 157766 · SEC 801-72370
AUM
$2.2B
Regulatory assets under management
Employees
11
5 client accounts
Services offered by WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
Per Form ADV
Other
View all advisors at WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC →
Introduction

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04

Frequently Asked Questions

What services does Michael James Menzer offer?
Michael James Menzer is a registered financial advisor in WESTERVILLE, Ohio. Contact their office for details on services offered.
What are Michael James Menzer's credentials?
Michael James Menzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael James Menzer located?
Michael James Menzer is based in WESTERVILLE, Ohio, working with WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.
How does Michael James Menzer charge for services?
Michael James Menzer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC?
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC has approximately 11 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

Christopher David Adkinson
WESTERVILLE, OH

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