Edward Jones - Financial Advisor: Browning S Sanderson
Investing
Why pick this one
Oak Crest Wealth Management provides investing, retirement, and asset management planning through offices in Bentonville, Little Rock, North Little Rock, Grove, and Jay.
Best for
- Individuals seeking personalized investing and financial planning
- Retirement investing and distribution planning
- Families evaluating 529 plans and college investment options
- Business owners planning succession and exit strategies
- Clients needing coordinated estate, insurance, and asset management planning
Specialties
- Investing principles and strategies
- Retirement investing and distribution strategies
- Asset management
- 529 plans and college investment options
- Business succession and exit strategy
- Estate conservation
Certifications
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Accredited Asset Management Specialist
- FINRA Series 7 registration
- FINRA Series 66 registration
- FINRA Series 24 registration
- LPL Financial affiliation
What makes them different
- Four-step process covering introductory meetings, preliminary planning, detailed planning, and ongoing support
- Client plans are adjusted as financial goals and life circumstances change
- LPL Financial provides investment product access, account-view technology, statements, tax forms, and compliance support
- Bentonville partner Ken Kendall has held the CERTIFIED FINANCIAL PLANNER™ practitioner designation since 1999
- The firm has offices in Bentonville, Little Rock, North Little Rock, Grove, and Jay
- Serves
- Bentonville, Little Rock, North Little Rock, Grove, Jay
Distilled from this business's own website.
Contact & Location
- Address
- 7025 Us Highway 70 E Ste E, Newport, NC 28570-3731
- Phone
- +12526224882
- Website
- https://oakcrestwm.com
- service@oakcrestwm.com
Services
- Financial planning
- Retirement planning
- Estate planning
- Charitable giving
- Asset management
- Insurance planning