Lawrence Jon Koteski
Investment adviser representative at Oakmont Capital Management, LLC
24 yearsExperience
2 statesRegistered in
CFADesignation
$3.1BFirm assets
Are you Lawrence Jon Koteski? Claim your profile
Contact this firm
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
- Pension consulting
Experience
24 years in the industry.
- Oakmont Capital Management, LLCJun 2002 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Oakmont Capital Management, LLC
$3.1BAssets managed
324Clients
10Advisers
16 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
- 2765692
- Firm CRD
- 128939