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Mark Stephen Oei

SCHF (GPE), LLC·WILSON, Wyoming
Clean recordSCHF (GPE), LLC
5237 HHR RANCH ROAD, WILSON, WY 83014-9220CRD# 2784697Firm CRD# 157389

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Stephen Oei · WILSON, WY
Registration
CRD #2784697 · SCHF (GPE), LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Stephen Oei is a registered financial advisor based in WILSON, Wyoming, affiliated with SCHF (GPE), LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SCHF (GPE), LLC
SCHF (GPE), LLC
AUM
$18.4B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at SCHF (GPE), LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: PERFORMANCE ALLOCATION OR CARRIED INTEREST
Regulatory
SEC/IARD CRD# 2784697
Firm CRD# 157389
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Stephen Oei offer?
Mark Stephen Oei specializes in Retirement Planning. Contact their office in WILSON, Wyoming for a consultation.
What are Mark Stephen Oei's credentials?
Mark Stephen Oei is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Stephen Oei located?
Mark Stephen Oei is based in WILSON, Wyoming, working with SCHF (GPE), LLC. Their office serves clients in the WILSON metropolitan area and surrounding communities.
How does Mark Stephen Oei charge for services?
Mark Stephen Oei's firm is compensated through percentage of aum, other: performance allocation or carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHF (GPE), LLC?
SCHF (GPE), LLC has approximately 25 employees and manages $18.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SCHF (GPE), LLC

Betsy Andrews Johnson
WILSON, WY
Gerald Albert Beeson
WILSON, WY
Keith Bryon Johnson
WILSON, WY
Martha Helen Rose
WILSON, WY
Michelle Jodi Wachs
WILSON, WY
Connie Sek Lum Wu
WILSON, WY

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