Martin L. Schoonover

OAK TREE WEALTH MANAGEMENT

Corpus Christi, TX 78401

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CRD#: 3203095

Professional summary

Martin Leo Schoonover is a registered financial advisor currently at OAK TREE WEALTH MANAGEMENT located in Corpus Christi, Texas.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Martin has worked at 2 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Leo Schoonover's 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®

None

Experience

Current

August 15, 2012 - Present

OAK TREE WEALTH MANAGEMENT

Office #1: 101 N. Shoreline Blvd. Suite 304, Corpus Christi, TX 78401

RIA

CRD#: 164685

Corpus Christi, TX

Past

July 19, 2007 - January 31, 2012

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA

CRD#: 3641

CORPUS CHRISTI, TX

Past

June 4, 2007 - January 31, 2012

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

CORPUS CHRISTI, TX

Past

April 27, 1999 - July 22, 2003

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

FORT WORTH, TX

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

Texas
(8/15/2012)

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: 7/14/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/15/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/31/2007

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 7/22/2010

Investment Company Products/Variable Contracts Principal Examination

Current Firm

OAK TREE WEALTH MANAGEMENT

OAK TREE WEALTH MANAGEMENT | OAK TREE WEALTH MANAGEMENT, LLC

CRD#: 164685 / SEC#:

Texas

Registered Investment Advisory firm - (8/15/2012 Approved)

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Contact information

Main Address

101 N. Shoreline Blvd. Suite 304, Corpus Christi, TX 78401

Mailing Address

Phone number

(361) 452-0226

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	58
AUM (Assets Under Management)	$ 12,726,094

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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Martin L. Schoonover

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Leo Schoonover's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAK TREE WEALTH MANAGEMENT

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/2007

Series 63

Date: 5/15/2007

Series 6

Date: 5/31/2007

Series 26

Date: 7/22/2010

Current Firm

OAK TREE WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OAK TREE WEALTH MANAGEMENT

TRUST BUT VERIFY

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