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Eric Arthur Vordenbaum

Oakwell Private Wealth Management

Seguin, TX

Austin, TX

CRD 1421137

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Employer firm

Oakwell Private Wealth Management CRD 162096

$668M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Oakwell Private Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-16
  • TX RA
    APPROVED
    Since 2024-02-16

Branch Locations

Seguin, TX • United States

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
Eric Vordenbaum, Cpa, Pllc Seguin TX 07/2013 Present
Oakwell Private Wealth Management Austin TX 02/2024 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-12-26
  • S63 Uniform Securities Agent State Law Examination
    1995-12-26
Designations
  • Personal Financial Specialist

View on SEC IAPD

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