Justin Robert Baas
Investment adviser representative at Oak Wealth Advisors LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$373.7MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Oak Wealth Advisors LLCFeb 2026 to now
- Forvis Mazars Wealth Advisors LLCJun 2024 to now
- Forvis Wealth Advisors LLCJun 2022 to May 2024
- Dixon Hughes Goodman Wealth AdvisorsSep 2013 to May 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NC).
Oak Wealth Advisors LLC
$373.7MAssets managed
186Clients
3Advisers
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
- 6026266
- Firm CRD
- 148832