Edward Jones - Financial Advisor: Henry Kahen
Investing
Why pick this one
Oak Crest Wealth Management uses a four-step planning process with ongoing support through offices in Arkansas and Oklahoma.
Best for
- Individuals seeking investment planning during peak earning years
- Families evaluating 529 plans, college savings, and financial aid options
- Retirees planning the transition from employment income to retirement income
- Business owners considering employee benefits, risk planning, or succession and exit strategies
- Clients seeking coordinated retirement, estate, insurance, and asset-management planning
Look elsewhere if
- People seeking emergency investment assistance or a stated rapid-response service
- People seeking published investment pricing or fee information before contacting an advisor
Specialties
- retirement investing and distribution strategies
- college savings and 529 plans
- estate conservation
- business succession and exit planning
- risk management
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
- Uses a four-step process covering introductory meetings, preliminary planning, detailed planning, and ongoing support
- Provides financial planning through offices in Bentonville, Little Rock, North Little Rock, Grove, and Jay
- Affiliated with LPL Financial, described on the site as the nation's largest independent broker-dealer by advisor count and revenue
- Offers online access through Right Capital and Account View logins
- Uses a team-based advisory approach with credentials including CFP®, AAMS, and FINRA registrations
- Serves
- Bentonville, Little Rock, North Little Rock, Grove, Jay
Distilled from this business's own website.
Contact & Location
- Address
- 229 Professional Cir Ste 1, Morehead City, NC 28557-4374
- Phone
- +12527269100
- Website
- https://oakcrestwm.com
- service@oakcrestwm.com
Services
- financial planning
- retirement planning
- estate planning
- charitable giving
- asset management
- insurance planning