Paul K Doak
Investment adviser representative at Wealthcare Advisory Partners LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.3BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wealthcare Advisory Partners LLCOct 2020 to now
- Wealthcare Advisory Partners, LLC d/b/a Id FinancialOct 2020 to now
- Kms Financial Services, Inc.Oct 2019 to Oct 2020
- Cambridge Investment Research Advisors, Inc.Jul 2014 to Oct 2019
- Cambridge Investment Research, IncJul 2014 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (WA).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 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
- 2764556
- Firm CRD
- 171976