Edward Jones Inv
Investing
Why pick this one
Oak Crest Wealth Management combines retirement, estate, and asset management planning with offices in Arkansas and Oklahoma.
Best for
- Individuals seeking financial planning during peak earning years
- Families planning for college through 529 plans and financial aid considerations
- Retirees transitioning from employment income to fixed retirement income
- Business owners planning employee benefits, succession, or an exit strategy
- Clients seeking ongoing portfolio and financial-plan adjustments as goals change
Specialties
- Individualized financial planning
- Retirement planning and distribution strategies
- Estate planning and conservation
- 529 college savings planning
- Business succession and exit planning
- Asset management
- Insurance planning
- Charitable giving strategies
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 offices serving Bentonville, Little Rock, North Little Rock, and Grove & Jay
- Four-step process covering introductory meetings, preliminary planning, detailed planning, and ongoing support
- Affiliated with LPL Financial, described on the site as the nation's largest independent broker-dealer by advisor count and revenue
- Client plans are reviewed and adjusted as life circumstances and goals change
- Ken Kendall has held the CERTIFIED FINANCIAL PLANNER™ practitioner designation since 1999
- Serves
- Bentonville, Little Rock, North Little Rock, Grove, Jay
Distilled from this business's own website.
Contact & Location
- Address
- 2599 Reynolda Rd Ste A, Winston Salem, NC 27106-4645
- Phone
- +13367210358
- Website
- https://oakcrestwm.com
- service@oakcrestwm.com
Services
- Financial planning
- Retirement planning
- Estate planning
- Charitable giving
- Asset management
- Insurance planning
- Investment strategy planning
- Risk management