Stephen Wood Martin
Investment adviser representative at Oasis Wealth Planning Advisors
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$275.9MFirm 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
11 years in the industry.
- Oasis Wealth Planning AdvisorsFeb 2020 to now
- Fifth Third SecuritiesMar 2015 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 4 states (FL, GA, TN, TX).
Oasis Wealth Planning Advisors
Legal name: Oasis Wealth Planning Advisors, LLC
$275.9MAssets managed
186Clients
7Advisers
2 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
- 2955244
- Firm CRD
- 285474