James J Flick

Employer firm

Oakmonte Wealth Management CRD 304150

$44.2M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

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

Current Employers

Oakmonte Wealth Management

3700 S Conway Rd Ste 112, Orlando, FL 32812 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2019-09-06

FL RA
APPROVED

Since 2019-09-06

Branch Locations

3700 S Conway Rd Ste 212, Orlando, FL 32812 • 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

Organization	City	State	From	To
Oakmonte Wealth Management	Orlando	FL	04/2019	Present
Flick Law Group, P.L.	Orlando	FL	11/1993	Present

04/2019 → Present

Oakmonte Wealth Management

Orlando, FL
11/1993 → Present

Flick Law Group, P.L.

Orlando, FL

Other Businesses

1.James J Flick is a lawyer for Flick Law Group, P.L. 2. Manager and Attorney; Lifeboat Registered Agents, LLC; Investment Related: Yes; Location: 3700 S. Conway Road, Suite 212, Orlando, FL 32812; Start date with business: 2020-04-08 Description of the business: Provides Florida registered agent service for Florida companies, corporations, or partnerships owned by Flick Law Group, P.L. clients.; - Responsibilities Duties: Manage the company, manage staff.; Hours devoted to business during trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 1. - Responsibilities Duties: Manage the business, manage staff, provide legal counsel to clients and their businesses.; Hours devoted to business during trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 5; 4. Manager; Lifeboat Trust Services LLC; Investment Related: Yes; Location: 3700 S. Conway Road, Suite 100, Orlando, FL 32812; Description of the business: Lifeboat Trust Services LLC provides professional trust protector and distribution adviser services.; Responsibilities Duties: Manage the company, provide trust protector and/or distribution adviser services to clients.; Start date with business: 2019-03-15; Hours devoted to business during trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 1. 5. Manager; Lifeboat Trust Advisers LLC; Investment Related: Yes; Location: 3700 S. Conway Road, Suite 100, Orlando, FL 32812; Description of the business: Provides trust advisor services.; Responsibilities Duties: Manage the company and provide trust advisor services to clients.; Start date with business: 2019-03-15; Hours devoted to business during trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 1. 6. Manager; Lifeboat Trust Protectors LLC; Investment Related: Yes; Location: 3700 S. Conway Road, Suite 100, Orlando, FL 32812; Description of the business: Provides trust protector services.; Responsibilities Duties: Manage the company and provide trust protector services to clients.; Start date with business: 2019-01-22; Hours devoted to business during trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 1.