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Justin Robert Baas

Oak Wealth Advisors LLC

Wake Forest, NC

Northbrook, IL

CRD 6026266

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Employer firm

Oak Wealth Advisors LLC CRD 148832

$374M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Oak Wealth Advisors Llc

1363 Shermer Rd. Ste. 208, Northbrook, IL 60062 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-02-05
  • NC RA
    APPROVED
    Since 2026-02-05

Branch Locations

Wake Forest, NC • United States

836 Skokie Blvd., Northbrook, IL 60062 • 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
Dixon Hughes Goodman Wealth Advisors Raleigh NC 09/2013 05/2022
Forvis Wealth Advisors Llc Raleigh NC 06/2022 05/2024
Forvis Mazars Wealth Advisors Llc Raleigh NC 06/2024 Present
  • 09/2013 → 05/2022
    Dixon Hughes Goodman Wealth Advisors
    Raleigh, NC
  • 06/2022 → 05/2024
    Forvis Wealth Advisors Llc
    Raleigh, NC
  • 06/2024 → Present
    Forvis Mazars Wealth Advisors Llc
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-29
  • S66 Uniform Combined State Law Examination
    2012-06-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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