Edward Jones Invstmnts
Investing
Why pick this one
Oak Crest Wealth Management provides investing and retirement planning through a four-step process, with offices in Bentonville, Little Rock, North Little Rock, Grove, and Jay.
Best for
- Individuals beginning or managing an investment plan
- Retirement investing and income-distribution planning
- Families evaluating 529 plans, financial aid, and college investment options
- Business owners planning succession and exit strategies
- Clients seeking coordinated financial, estate, insurance, and asset management planning
Specialties
- Investment strategy development
- Retirement investing and distribution strategies
- 529 college savings planning
- Estate conservation planning
- Business succession and exit strategy planning
Certifications
- CERTIFIED FINANCIAL PLANNER practitioner designation
- Accredited Asset Management Specialist designation
- FINRA Series 7 registration
- FINRA Series 66 registration
- FINRA Series 24 registration
- LPL Financial affiliation
What makes them different
- Uses a four-stage process covering introductory meetings, preliminary planning, detailed planning, and ongoing support
- Ken Kendall holds the CERTIFIED FINANCIAL PLANNER practitioner designation and FINRA Series 7, 66, and 24 registrations
- Thomas Shurgar holds the Accredited Asset Management Specialist designation and has managed agricultural assets
- Affiliated with LPL Financial, which provides investment products, clearing, account-view technology, and compliance support
- Maintains 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
- 802 E Washington St, Nashville, NC 27856-1741
- Phone
- +12524594134
- Website
- https://oakcrestwm.com
- service@oakcrestwm.com
Services
- Financial planning
- Retirement planning
- Estate planning
- Charitable giving
- Asset management
- Insurance planning
- Investment planning