David Andrew Lindley
Investment adviser representative at Oakwell Private Wealth Management
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$668.1MFirm 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
14 years in the industry.
- Oakwell Private Wealth ManagementOct 2025 to now
- Foguth Financial GroupAug 2025 to Sep 2025
- Gem Asset Management, LLCJul 2019 to Sep 2025
- UnemployedApr 2019 to Jun 2019
- Northern Trust CorporationSep 2011 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Oakwell Private Wealth Management
Legal name: Oakwell Private Wealth Management, LLC
$668.1MAssets managed
453Clients
11Advisers
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
- 4682997
- Firm CRD
- 162096