Best Investors Account Sign in
Inactive

Seth Alan Maier

Heritage Oak Wealth Advisors

Santa Rosa Beach, FL

Rogers, AR

CRD 8171149

Claim This Profile
Employer firm

Heritage Oak Wealth Advisors CRD 323925

$347M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Heritage Oak Wealth Advisors

105 Garfeld St, Santa Rosa Beach, FL 32459 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2025-10-07
  • AR RA
    APPROVED
    Since 2025-10-07

Branch Locations

105 Garfeld St, Santa Rosa Beach, FL 32459 • United States

5500 Walsh Lane, Rogers, AR 72758 • 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
Maier Mowing Llc Rogers AR 05/2016 05/2024
Arvest Bank Rogers AR 05/2024 01/2025
Heritage Oak Wealth Advisors Rogers AR 01/2025 Present
  • 05/2016 → 05/2024
    Maier Mowing Llc
    Rogers, AR
  • 05/2024 → 01/2025
    Arvest Bank
    Rogers, AR
  • 01/2025 → Present
    Heritage Oak Wealth Advisors
    Rogers, AR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-12
  • S65 Uniform Investment Adviser Law Examination
    2025-08-12
Other Names
  • Seth Maier

View on SEC IAPD

Nearby Firms

PALM VIEW INVESTMENTS
OSAIC WEALTH, INC.
LIVINGSTON FINANCIAL PLANNING, INC.

Nearby Investors

BRYAN DONALD MULLIN
ROBERT P COLETTA
James M Livingston

Nearby Offices

PALM VIEW INVESTMENTS · SANTA ROSA BEACH, FL
OSAIC WEALTH, INC. · SANTA ROSA BEACH, FL
LIVINGSTON FINANCIAL PLANNING, INC. · SANTA ROSA BEACH, FL

More in Santa Rosa Beach, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor