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Oak Wealth Management

Oak Wealth Management

Non-Deposit Investment Services and Products:

These Non-Deposit Investment Products are:

* are not insured by the FDIC;

* are not deposits or other obligations of First United Bank and are not guaranteed by First United Bank;

* are subject to investment risks, including possible loss of the principal invested.

 

Comprehensive and Segmented Financial Planning Services:

  • Retirement Planning
  • Education Planning
  • Risk Management / Insurance Planning
  • Investment Reviews
  • Estate Planning
  • Investment Advisory
  • Retirement Plans: IRAs, SIMPLE-IRA, 401(k), 403(b), Profit Sharing, Pension Plans, etc.

Securities and Insurance Brokerage

  • Insurance: Disability, Life, Long-Term Health Care, etc.
  • Stocks
  • Bonds: Corporate/Government/Government Agency, Municipal, etc.
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Unit Investment Trusts (UITs)
  • Annuities (Fixed, Indexed & Variable)

For Clients – Cetera Advisors | Cetera Portal

Contact:

Kyle Laughlin for an appointment

Office: 806-722-2330 and toll-free at 1-877-722-2330.

Email: oakwealth@oak-wealth.com

Website: www.OakWealthManagement.com

As a Certified Financial PlannerTM, Kyle Laughlin also offers fee-based financial planning services as an Investment Advisor Representative of Cetera Advisors.


For Clients – Cetera Advisors | Cetera Portal

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

900 Isom Rd #220, San Antonio, TX 78216

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at https://www.cetera.com/. Check the background of this investment professional on FINRA’s BrokerCheck.

What Customers Are Saying About

Natalia Lawson

Personal Banking Customer