Edward Jones - Financial Advisor: Cody A Hoilman
Investing
Why pick this one
Oak Crest Wealth Management provides staged financial planning, retirement, estate, and asset-management services through offices listed across Arkansas and Oklahoma.
Best for
- Individuals seeking investment planning at different career stages
- Families evaluating 529 college savings plans and financial-aid options
- Retirees planning the transition to fixed retirement income
- Business owners planning succession and exit strategies
- Clients seeking ongoing plan adjustments as goals and circumstances change
Specialties
- financial planning
- retirement planning
- estate planning
- charitable giving
- asset management
- insurance planning
- 529 college savings plans
- business succession and exit strategy
Certifications
- CERTIFIED FINANCIAL PLANNER™ practitioner designation
- Accredited Asset Management Specialist designation
- FINRA Series 7, 66, and 24 registrations through LPL Financial
- FINRA Series 7 and 66 registrations through LPL Financial
- LPL Financial affiliation
What makes them different
- The website lists offices in Bentonville, Little Rock, North Little Rock, and Grove & Jay.
- The planning process includes introductory, exploration, detailed planning, and ongoing support stages.
- The firm is backed by LPL Financial, which provides investment product offerings, clearing, account-view technology, and compliance support.
- Ken Kendall has held the CERTIFIED FINANCIAL PLANNER™ practitioner designation since 1999.
- Thomas Shurgar previously managed a portfolio of agricultural assets and holds an Accredited Asset Management Specialist designation.
- Serves
- Bentonville, Little Rock, North Little Rock, Grove, Jay
Distilled from this business's own website.
Contact & Location
- Address
- 3990 Nc Highway 105 S Ste 8, Sugar Mountain, NC 28604-9887
- Phone
- +18288985111
- Website
- https://oakcrestwm.com
- service@oakcrestwm.com
Services
- investment strategy
- financial planning
- retirement planning
- estate planning
- charitable giving planning
- asset management
- insurance planning
- college savings planning
- business succession planning