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Michelle Ann Myhre

OAK ADVISORS, LLC·BLUFFTON, South Carolina
Unclaimed Profile
3 CLARK SUMMIT DRIVE, BLUFFTON, SC 29910CRD# 3024239Firm CRD# 137192
01

About

Michelle Ann Myhre is a registered financial advisor based in BLUFFTON, South Carolina, affiliated with OAK ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
OAK ADVISORS, LLC
OAK ADVISORS, LLC
AUM
$210M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at OAK ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3024239
Firm CRD# 137192
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michelle Ann Myhre offer?
Michelle Ann Myhre specializes in Financial Planning, Investment Management. Contact their office in BLUFFTON, South Carolina for a consultation.
What are Michelle Ann Myhre's credentials?
Michelle Ann Myhre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Ann Myhre located?
Michelle Ann Myhre is based in BLUFFTON, South Carolina, working with OAK ADVISORS, LLC. Their office serves clients in the BLUFFTON metropolitan area and surrounding communities.
How does Michelle Ann Myhre charge for services?
Michelle Ann Myhre'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 ADVISORS, LLC?
OAK ADVISORS, LLC has approximately 7 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BLUFFTON
Steven Ira Weber — BEDMINSTER L.L.C.Richard James Walls — WALLS INVESTMENT MANAGEMENT COMPANYJohn Neal Lewis — NEW ALBANY CAPITAL PARTNERS, LLCJohn Charles Chiacchiero — OAK ADVISORS, LLCJohn Quinton Ables — ABLES, IANNONE, MOORE & ASSOCIATES, INC.
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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