Patrick Garrett Deist
Investment adviser representative at Oakwell Private Wealth Management
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Oakwell Private Wealth ManagementMar 2024 to now
- Hilltop SecuritiesFeb 2022 to Mar 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2019 to Feb 2022
- UBS Financial ServicesMar 2017 to Oct 2019
- Fidelity Brokerage Services LLCAug 2015 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (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
- 6545299
- Firm CRD
- 162096