AdvisorOS Directory
Claim Profile
DL

David Wayne Lysenko

OXFORD WEALTH MANAGEMENT LLC·LINDON, Utah
Unclaimed Profile
195 NORTH STATE STREET, LINDON, UT 84042CRD# 6048312Firm CRD# 332725
01

About

David Wayne Lysenko is a registered financial advisor based in LINDON, Utah, affiliated with OXFORD WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
OXFORD WEALTH MANAGEMENT LLC
OXFORD WEALTH MANAGEMENT
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at OXFORD WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6048312
Firm CRD# 332725
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LINDON?

Browse all registered financial advisors in LINDON, Utah or claim this profile if it's yours.

Browse LINDON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Wayne Lysenko offer?
David Wayne Lysenko specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LINDON, Utah for a consultation.
What are David Wayne Lysenko's credentials?
David Wayne Lysenko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Wayne Lysenko located?
David Wayne Lysenko is based in LINDON, Utah, working with OXFORD WEALTH MANAGEMENT LLC. Their office serves clients in the LINDON metropolitan area and surrounding communities.
How does David Wayne Lysenko charge for services?
David Wayne Lysenko's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OXFORD WEALTH MANAGEMENT LLC?
OXFORD WEALTH MANAGEMENT LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LINDON
Matthew Ds Staffieri — ARTEGIUS CAPITAL INC.Taylor M Vowles — OXFORD WEALTH MANAGEMENT LLCCameron Jacob Archibald — OXFORD WEALTH MANAGEMENT LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile