Martin Leo Schoonover

Employer firm

Oak Tree Wealth Management CRD 164685

$13.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2012 → Present
  Oak Tree Wealth Management
  Corpus Christi, TX

Previous Registrations

• 2007-07-19 → 2012-01-31
  First Command Brokerage Services, Inc.
  Universal City, TX
  Corpus Christi, TX
  Houston, TX

Other Businesses

MR. SCHOONOVER IS A LICENSED INSURANCE AGENT AND CAN SELL LIFE, HEALTH, ANNUITIES AND OTHER LINES OF INSURANCE FOR VARIOUS INSURANCE COMPANIES. HE SPENDS APPROXIMATELY 10 TO 15 HOURS PER MONTH ON THIS TYPE OF ACTIVITY. MR. SCHOONOVER IS THE SOLE PROPRIETOR WITH 100% OWNERSHIP OF TEXAN AUTOPLEX, LLC, 7110 SARATOGA BLVD., CORPUS CHRISTI, TX 78411, AN AUTO DEALERSHIP. HE SPENDS APPROXIMATELY 3 HOURS A WEEK ON THE WEEKEND ON ACTIVITIES RELATED TO THIS ENTITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-14
• S63 Uniform Securities Agent State Law Examination
  2007-05-15