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Michelle Ann Myhre

Oak Advisors, LLC

Bluffton, SC

CRD 3024239

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Employer firm

Oak Advisors, LLC CRD 137192

$285M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Oak Advisors, Llc

3 Clark Summit Drive Suite 201, Bluffton, SC 29910 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-11
SC RA APPROVED 2005-10-24
  • TX RA
    APPROVED
    Since 2026-02-11
  • SC RA
    APPROVED
    Since 2005-10-24

Branch Locations

3 Clark Summit Drive Suite 201, Bluffton, SC 29910 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oak Advisors, Llc Bluffton SC 10/2005 Present
Previous Registrations
  • 2003-06-03 → 2005-11-30
    Melhado, Flynn & Associates, Inc.
    Bluffton, SC
  • 2003-05-20 → 2003-07-02
    Lighthouse Investment Advisors,Inc.
    Bluffton, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-02-23
  • S65 Uniform Investment Adviser Law Examination
    1998-02-23
Designations
  • Certified Financial Planner
Other Names
  • Michelle Ann Ranieri
  • Michelle A Myhre

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
GWN SECURITIES INC.
CHARLES SCHWAB & CO., INC.

Nearby Investors

JOHN CHARLES CHIACCHIERO
HEIDI OBENAUER YOSHIDA
ALFRED ANTHONY CERRATI

Nearby Offices

LPL FINANCIAL LLC · BLUFFTON, SC
GWN SECURITIES INC. · Bluffton, SC
CHARLES SCHWAB & CO., INC. · Bluffton, SC

More in Bluffton, SC

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