Ryan Robert Mcguire

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:

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

Current Employers

Employment History

• 12/2015 → 05/2018
  Hewins Financial Advisors, Llc
  Madison, WI
• 06/2018 → 03/2020
  Wipfli Financial Advisors, Llc
  Madison, WI
• 04/2020 → 03/2021
  Wipfli Financial Advisors, Llc
  Madison, WI
• 03/2021 → Present
  Oak Wealth Advisors, Llc
  Madison, WI

Previous Registrations

• 2014-08-12 → 2021-03-05
  Wipfli Financial Advisors, Llc
  Milwaukee, WI
  Madison, WI

Other Businesses

RIDGEVIEW STORAGE MP, LLC (4100 WEIDENFELLER RD, MINERAL POINT, WI 53565); NOT INVESTMENT-RELATED (SELF-STORAGE UNITS COMPLEX); MINORITY SHAREHOLDER (20% OWNER)SINCE OCTOBER 2020. TIME COMMITMENT TO THIS BUSINESS IS APPROXIMATELY 5 HOURS A MONTH, NONE OF WHICH DURING REGULAR BUSINESS HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-07

Designations

• Certified Financial Planner