Robert Todd Oakes

Employer firm

Legacy Wealth Management, LLC CRD 174767

$629M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• ADVISORY CONSULTING

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

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

Current Employers

Employment History

• 07/1992 → Present
  Phillips, Oakes, Goodwin, Crane, Pllc
  Burley, ID
• 01/2022 → Present
  Legacy Wealth Management, Llc
  Boise, ID

Other Businesses

1. 25% owner - Rupert Business Associates, LLC = Commercial real estate ownership 2. 33% owner - Golden Lakes Prop. LLC = Commercial real estate ownership 3 100% owner - Mohave RBB, LLC = Residential rental property

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-20