Touchstone K. Mcdonald

OAKWELL PRIVATE WEALTH MANAGEMENT

New Braunfels, TX 78130

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CRD#: 4502661

Professional summary

Touchstone Kyte Mcdonald, CFP® is a registered financial advisor currently at OAKWELL PRIVATE WEALTH MANAGEMENT located in New Braunfels, Texas.

Touchstone is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Touchstone has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 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.

(1) 4/1/2010: REGISTERED INVESTMENT ADVISOR - STRATEGIC FINANCIAL CONCEPTS, LLC - HYBRID - PROVIDES FINANCIAL PLANNING AND ADVISORY SERVICES - (HYBRID) STRATEGIC FINANCIAL CONCEPTS, LLC - TIME SPENT 80% - SAN ANTONIO, TX. (2) 5/20/2010: NON-VARIABLE INSURANCE - NATIONAL FINANCIAL ALLIANCE, LLC - PROVIDE CLIENT'S WITH FIXED INSURANCE BASED UPON THEIR NEEDS. - TIME SPENT 10% - SAN ANTONIO, TX. (3) 8/31/2010: DBA ONLY - TOUCHSTONE WEALTH PLANNERS, INC. - SAN ANTONIO, TX. (4) 7/2/2012: NON-VARIABLE INSURANCE DBA - NATIONAL FINANCIAL ALLIANCE, LLC - PROVIDE VARIABLE INSURANCE AND ANNUITIES FOR CLIENTS. - TIME SPENT 50% - SAN ANTONIO, TX (5) 07/02/2013 - DBA ONLY - NFA WEALTH MANAGEMENT - SAN ANTONIO, TX (6) 12/23/2015 * Legacy CFO, LLC * Insurance Agency * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 10/15/2015 * 20 HRS/MO; 20 HRS/MO DURING SECS TRDG HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Touchstone Kyte Mcdonald'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: 2019

Experience

Current

July 22, 2016 - Present

OAKWELL PRIVATE WEALTH MANAGEMENT

Office #1: 1619 E Common St. Suite 1101, New Braunfels, TX 78130

RIA

CRD#: 162096

New Braunfels, TX

Past

September 8, 2009 - August 2, 2016

LPL FINANCIAL LLC

CRD#: 6413

SAN ANTONIO, TX

Past

October 16, 2008 - September 8, 2009

MUTUAL SERVICE CORPORATION

CRD#: 4806

SAN ANTONIO, TX

Past

June 20, 2007 - April 4, 2017

STRATEGIC FINANCIAL CONCEPTS, LLC

RIA

CRD#: 141849

SAN ANTONIO, TX

Past

January 27, 2006 - February 28, 2008

SUTTERFIELD FINANCIAL GROUP, INC.

RIA

CRD#: 115652

SAN ANTONIO, TX

Past

October 1, 2002 - October 17, 2008

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

SAN ANTONIO, TX

Past

March 20, 2002 - October 1, 2002

AMERICAN GENERAL EQUITY SERVICES CORPORATION

CRD#: 5435

HOUSTON, TX

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".

OAKWELL PRIVATE WEALTH MANAGEMENT

ARK FINANCIAL GROUP | THE BELLWETHER GROUP, LLC | OAKWELL PRIVATE WEALTH MANAGEMENT, LLC | OAKWELL PRIVATE WEALTH MANAGEMENT | BELLWETHER WEALTH MANAGEMENT

CRD#: 162096 / SEC#: 801-110263

RIA

Registered Investment Advisory firm - (4/5/2017 Approved)

Texas

Registered Investment Advisory firm - (11/3/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(7/22/2016)

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: 10/21/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/19/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/2/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/18/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

OAKWELL PRIVATE WEALTH MANAGEMENT

ARK FINANCIAL GROUP | THE BELLWETHER GROUP, LLC | OAKWELL PRIVATE WEALTH MANAGEMENT, LLC | OAKWELL PRIVATE WEALTH MANAGEMENT | BELLWETHER WEALTH MANAGEMENT

CRD#: 162096 / SEC#: 801-110263

RIA

Registered Investment Advisory firm - (4/5/2017 Approved)

Texas

Registered Investment Advisory firm - (11/3/2017 Terminated)

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Contact information

Main Address

3200 Steck Ave Suite 200, Austin, TX 78757

Mailing Address

Phone number

1-800-55OAKWELL

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

OAKWELL PRIVATE WEALTH MANAGEMENT ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	902
AUM (Assets Under Management)	$ 461,933,416

Red Flags

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

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Touchstone K. Mcdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Touchstone Kyte Mcdonald's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

MUTUAL SERVICE CORPORATION

STRATEGIC FINANCIAL CONCEPTS, LLC

SUTTERFIELD FINANCIAL GROUP, INC.

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL EQUITY SERVICES CORPORATION

Primary Firm SEC Registration

OAKWELL PRIVATE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/21/2005

Series 63

Date: 3/19/2002

SIE

Date: 8/2/2016

Series 6

Date: 3/18/2002

Current Firm

OAKWELL PRIVATE WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OAKWELL PRIVATE WEALTH MANAGEMENT

TRUST BUT VERIFY

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