Michelle A. Myhre

OAK ADVISORS

Bluffton, SC 29910

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CRD#: 3024239

Professional summary

Michelle Ann Myhre, CFP®, who also goes by Michelle A Myhre, Michelle Ann Ranieri, is a registered financial advisor currently at OAK ADVISORS, LLC located in Bluffton, South Carolina.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michelle has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle A Myhre | Michelle Ann Ranieri

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

50% OWNER OF BLUFFTON TOTAL EYECARE, HWY. 278, BLUFFTON, SC. NON INVESTMENT-RELATED OPTICAL DISPENSARY BUSINESS. STARTED IN NOV. OF 2002. PERFORM BOOKEEPING SERVICES APPROXIMATELY 5 HRS. PER WEEK, WITH NO TIME DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Ann Myhre's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

October 24, 2005 - Present

OAK ADVISORS, LLC

Office #1: 3 Clark Summit Drive Suite 201, Bluffton, SC 29910

RIA

CRD#: 137192

Bluffton, SC

Past

June 3, 2003 - November 30, 2005

MELHADO, FLYNN & ASSOCIATES, INC.

RIA

CRD#: 7340

BLUFFTON, SC

Past

May 20, 2003 - July 2, 2003

LIGHTHOUSE INVESTMENT ADVISORS,INC.

RIA

CRD#: 109428

BLUFFTON, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OAK ADVISORS, LLC

LIVE OAK ADVISORS | OAK ADVISORS, LLC | LIVE OAK ADVISORS, LLC

CRD#: 137192 / SEC#: 801-64842

RIA

Registered Investment Advisory firm - (10/25/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(10/24/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/23/1998

Uniform Investment Adviser Law Examination

Current Firm

OAK ADVISORS, LLC

LIVE OAK ADVISORS | OAK ADVISORS, LLC | LIVE OAK ADVISORS, LLC

CRD#: 137192 / SEC#: 801-64842

RIA

Registered Investment Advisory firm - (10/25/2005 Approved)

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Contact information

Main Address

3 Clark Summit Drive Suite 201, Bluffton, SC 29910

Mailing Address

P.o. Box 7318, Hilton Head, SC 29938

Phone number

(843) 757-9339

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/11/2025)

Regulatory assets under management

Total Number of Accounts	491
AUM (Assets Under Management)	$ 241,818,711

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michelle A. Myhre

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Ann Myhre's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAK ADVISORS, LLC

MELHADO, FLYNN & ASSOCIATES, INC.

LIGHTHOUSE INVESTMENT ADVISORS,INC.

Primary Firm SEC Registration

OAK ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/23/1998

Current Firm

OAK ADVISORS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OAK ADVISORS, LLC

TRUST BUT VERIFY

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