Lindsey Amanda Black
Investment adviser representative at Oakstreet Wealth Management, Inc.
12 yearsExperience
2 statesRegistered in
$482MFirm assets
6 yearsFirm in business
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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.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Tri-adJun 2017 to now
- Oakstreet Wealth Management, Inc.May 2017 to now
- Bok Financial Asset Management, IncDec 2015 to Apr 2017
- Bok Financial Securities, Inc.Apr 2014 to Apr 2017
- BOKF, NAApr 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Oakstreet Wealth Management, Inc.
$482MAssets managed
58Clients
1Advisers
6 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
- 4551667
- Firm CRD
- 288723