Michael Christopher Walther
Investment adviser representative at Oak Wealth Advisors LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$373.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Oak Wealth Advisors LLCNov 2008 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (IL).
Oak Wealth Advisors LLC
$373.7MAssets managed
186Clients
3Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2665663
- Firm CRD
- 148832