Ryan Robert Mcguire
Investment adviser representative at Oak Wealth Advisors LLC
11 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
11 years in the industry.
- Oak Wealth Advisors, LLCMar 2021 to now
- Wipfli Financial Advisors, LLCApr 2020 to Mar 2021
- Wipfli Financial Advisors, LLCJun 2018 to Mar 2020
- Hewins Financial Advisors, LLCDec 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 6061523
- Firm CRD
- 148832