Unclaimed Profile

Michelle Ann Myhre

OAK ADVISORS, LLC·BLUFFTON, South Carolina

Series 65Clean record23 years registeredOAK ADVISORS, LLC

3 CLARK SUMMIT DRIVE, BLUFFTON, SC 29910CRD# 3024239Firm CRD# 137192

Profile Verification

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

Identity

Michelle Ann Myhre · BLUFFTON, SC

Registration

CRD #3024239 · OAK ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

OAK ADVISORS, LLC

Oct 2005 – present

MELHADO, FLYNN & ASSOCIATES, INC

Jun 2003 – Nov 2005

BLUFFTON, SC

LIGHTHOUSE INVESTMENT ADVISORS,INC.

May 2003 – Jul 2003

BLUFFTON, SC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 20, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OAK ADVISORS, LLC

CRD 137192 · SEC 801-64842

AUM

$210M

Regulatory assets under management

Employees

463 client accounts

Services offered by OAK ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

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 ADVISORS, LLC →

Introduction

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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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