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Chase Edward Anderson

West Oak Wealth

Weatherford, OK

CRD 8142580

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Employer firm

West Oak Wealth CRD 329170

$24.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
West Oak Wealth

Weatherford, OK • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-09-12
  • OK RA
    APPROVED
    Since 2025-09-12

Branch Locations

Weatherford, OK • 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
West Oak Wealth Weatherford OK 07/2025 Present
Midfirst Bank Oklahoma City OK 06/2021 06/2025
Arrow Ford Abilene TX 06/2020 08/2020
Full-Time Education Abilene TX 08/2020 05/2021
High School And College Student Weatherford OK 08/2013 06/2020
  • 07/2025 → Present
    West Oak Wealth
    Weatherford, OK
  • 06/2021 → 06/2025
    Midfirst Bank
    Oklahoma City, OK
  • 06/2020 → 08/2020
    Arrow Ford
    Abilene, TX
  • 08/2020 → 05/2021
    Full-Time Education
    Abilene, TX
  • 08/2013 → 06/2020
    High School And College Student
    Weatherford, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-12
  • S65 Uniform Investment Adviser Law Examination
    2025-09-12

View on SEC IAPD

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