John Michael Norman
Investment adviser representative at Laurel Oak Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
1 yearFirm in business
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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
12 years in the industry.
- Laurel Oak Wealth Management, LLCApr 2026 to now
- Wells Fargo Clearing Services LLCJul 2021 to Feb 2026
- Digital Intelligence Systems LLCJul 2021 to Feb 2022
- Caffe MoliseJun 2021 to Aug 2021
- Nelnet BankApr 2021 to Jun 2021
- Tsunami SushiSep 2018 to May 2021
- University of UtahAug 2017 to Aug 2021
- Silver Star CafeJun 2016 to Sep 2018
- Park City High SchoolAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Laurel Oak Wealth Management, LLC
$1.4BAssets managed
4,662Clients
14Advisers
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
- 7422695
- Firm CRD
- 336824