William Russell Hesmer
Investment adviser representative at Oak Harbor Wealth Partners
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$288.4MFirm 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
- Pension consulting
Experience
13 years in the industry.
- Hesmer Wealth Management LLCJan 2026 to now
- Oak Harbor Wealth Partners, LLCOct 2021 to now
- Major League SoccerMar 2015 to now
- Wake Med Soccer ParkJun 2014 to now
- ST. David's SoccerFeb 2014 to Mar 2017
- Raymond James & AssociatesJan 2013 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Oak Harbor Wealth Partners
Legal name: Hesmer Wealth Management LLC
$288.4MAssets managed
269Clients
3Advisers
Under 1 yearIn 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
- 6166507
- Firm CRD
- 340213