Oak Crest Wealth Management Management Team
Contact top employees from
Oak Crest Wealth Management
Summary
We're dedicated to serving investors in the areas of financial planning, investments, retirement and education savings. Other services encompass life, disability and long-term care insurance as well a...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Founded
2018
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Oak Crest Wealth Management shows a diverse range of experience levels:
20% have been with the company for less than 1 year20% for 1–2 years20% for 5–7 years20% for 8–10 years20% have over 11 years of service at Oak Crest Wealth ManagementEx-employees positions
In Company
In New Company
Contact top employees from
Oak Crest Wealth Management
Clark Johnson
LPL Financial Advisor
Ken Kendall
Partner
Wesley Wright
Investment Analyst Intern - Dividends and Earnings Forecasting
