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Jason Stuhmer
Director Of Corporate Services & Private Wealth Advisor at Skyoak
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Work Experience
Director Of Corporate Services & Private Wealth Advisor
Sep 2019 - Present · 5 years and 3 months
Financial Representative
Jul 2015 - Sep 2019 · 4 years and 2 months
N/A
Present
Company Details
11-50 Employees
SkyOak is a team of independent fiduciary financial advisors serving the Las Vegas, San Francisco Bay Area, Scottsdale, AZ, and the Pacific Northwest. We are CFPs (Certified Financial Planner), MBAs (Masters of Business Administration), and Fiduciaries. Further, SkyOak is an RIA (Registered Investment Advisor). Being independent also allows us to find an investment that is best for the client.
Website
Year Founded
2010
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
8845 W Flamingo Rd
Suite 110
Las Vegas, Nevada 89147, US
Keywords
Financial PlanningWealth ManagementEstate PlanningInvestment ManagementRetirement Planning401KBrokerage FirmIRARIAStock Portfolio
Contact Details
- Email AddressJ**@skyoak.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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