AdvisorOS Directory
Claim Profile
SS

Sokona Bertrina Smith

NORTHERN OAK WEALTH MANAGEMENT, INC.·MILWAUKEE, Wisconsin
Unclaimed Profile
207 E MICHIGAN ST, MILWAUKEE, WI 53202CRD# 6771600Firm CRD# 105435
01

About

Sokona Bertrina Smith is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with NORTHERN OAK WEALTH MANAGEMENT, INC.. 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
1834 INVESTMENT ADVISORS CO.
1834 INVESTMENT ADVISORS CO.
AUM
$1.1B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at 1834 INVESTMENT ADVISORS CO. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6771600
Firm CRD# 105435
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MILWAUKEE?

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

Browse MILWAUKEE 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 Sokona Bertrina Smith offer?
Sokona Bertrina Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Sokona Bertrina Smith's credentials?
Sokona Bertrina Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sokona Bertrina Smith located?
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.
How does Sokona Bertrina Smith charge for services?
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.
How large is NORTHERN OAK WEALTH MANAGEMENT, INC.?
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MILWAUKEE
Robert John Bukowski — ALPHA INVESTMENT CONSULTING GROUP, LLCRobert William Landaas — LANDAAS & COMPANYBrian Donald Kilb — LANDAAS & COMPANYJean Carol Baley — LANDAAS & COMPANYStewart M. Wangard — WANGARD INCOME FUND MANAGER, LLC
Nearby cities in Wisconsin
MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile