Best Investors Account Sign in
Inactive

Daniel Arthur Michel

Oakwell Private Wealth Management

Austin, TX

Claim This Profile
Current Employers
Oakwell Private Wealth Management

3200 Steck Ave Suite 200, Austin, TX 78757 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-04-02
  • TX RA
    APPROVED
    Since 2015-04-02

Branch Locations

3200 Steck Ave Suite 200, Austin, TX 78757 • 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
Rm Wealth Management, L.L.C. Austin TX 11/2005 Present
Oakwell Private Wealth Management Austin TX 04/2015 Present
Daniel A Michel, Cpa, Pllc Austin TX 12/2010 Present
  • 11/2005 → Present
    Rm Wealth Management, L.L.C.
    Austin, TX
  • 04/2015 → Present
    Austin, TX
  • 12/2010 → Present
    Daniel A Michel, Cpa, Pllc
    Austin, TX
Previous Registrations
  • 2006-04-07 → 2016-11-16
    Rm Wealth Management, L.L.C.
    Austin, TX
Other Businesses

DAN MICHEL IS THE SOLE OWNER OF DANIEL A MICHEL, CPA, PLLC, A CPA FIRM IN AUSTIN, TEXAS. LESS THAN 20% OF HIS TIME IS SPENT ON CPA FIRM ACTIVITIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-01-31
  • S65 Uniform Investment Adviser Law Examination
    2006-01-31
Designations
Other Names
  • Daniel A Michel

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor