Touchstone Kyte Mcdonald

Employer firm

Oakwell Private Wealth Management CRD 162096

$668M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → Present
  Oakwell Private Wealth Management
  New Braunfels, TX

Previous Registrations

• 2007-06-20 → 2017-04-04
  Strategic Financial Concepts, Llc
  San Antonio, TX
• 2006-01-27 → 2008-02-28
  Sutterfield Financial Group, Inc.
  San Antonio, TX
  Bartlesville, OK

Other Businesses

(1) 4/1/2010: REGISTERED INVESTMENT ADVISOR - STRATEGIC FINANCIAL CONCEPTS, LLC - HYBRID - PROVIDES FINANCIAL PLANNING AND ADVISORY SERVICES - (HYBRID) STRATEGIC FINANCIAL CONCEPTS, LLC - TIME SPENT 80% - SAN ANTONIO, TX. (2) 5/20/2010: NON-VARIABLE INSURANCE - NATIONAL FINANCIAL ALLIANCE, LLC - PROVIDE CLIENT'S WITH FIXED INSURANCE BASED UPON THEIR NEEDS. - TIME SPENT 10% - SAN ANTONIO, TX. (3) 8/31/2010: DBA ONLY - TOUCHSTONE WEALTH PLANNERS, INC. - SAN ANTONIO, TX. (4) 7/2/2012: NON-VARIABLE INSURANCE DBA - NATIONAL FINANCIAL ALLIANCE, LLC - PROVIDE VARIABLE INSURANCE AND ANNUITIES FOR CLIENTS. - TIME SPENT 50% - SAN ANTONIO, TX (5) 07/02/2013 - DBA ONLY - NFA WEALTH MANAGEMENT - SAN ANTONIO, TX (6) 12/23/2015 * Legacy CFO, LLC * Insurance Agency * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 10/15/2015 * 20 HRS/MO; 20 HRS/MO DURING SECS TRDG HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-21
• S63 Uniform Securities Agent State Law Examination
  2002-03-19