Question 1

What services does Sokona Bertrina Smith offer?

Accepted Answer

Sokona Bertrina Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

Question 2

What are Sokona Bertrina Smith's credentials?

Accepted Answer

Sokona Bertrina Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Sokona Bertrina Smith located?

Accepted Answer

Sokona Bertrina Smith is based in MILWAUKEE, Wisconsin, working with NORTHERN OAK WEALTH MANAGEMENT, INC.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

Question 4

How does Sokona Bertrina Smith charge for services?

Accepted Answer

Sokona Bertrina Smith'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.

Question 5

How large is NORTHERN OAK WEALTH MANAGEMENT, INC.?

Accepted Answer

NORTHERN OAK WEALTH MANAGEMENT, INC. has approximately 28 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Sokona Bertrina Smith

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