Lindsey A. Black

OAKSTREET WEALTH MANAGEMENT

Magnolia, TX 77354

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CRD#: 4551667

Professional summary

Lindsey Amanda Black, AIF® is a registered financial advisor currently at OAKSTREET WEALTH MANAGEMENT, INC. located in Magnolia, Texas.

Lindsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Lindsey has worked at 6 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.

BLACKSTONE FARMS LTD. 100% OWNERSHIP NONE DURING NORMAL BUSINESS HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey Amanda Black'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

December 14, 2017 - Present

OAKSTREET WEALTH MANAGEMENT, INC.

Office #1: 9911 Stubbs Road, Magnolia, TX 77354

RIA

CRD#: 288723

Magnolia, TX

Past

March 12, 2016 - May 26, 2017

BOK FINANCIAL SECURITIES, INC.

CRD#: 17530

HOUSTON, TX

Past

October 13, 2011 - June 11, 2014

TRIAD ADVISORS LLC

CRD#: 25803

HOUSTON, TX

Past

March 19, 2009 - May 26, 2017

BOK FINANCIAL ASSET MANAGEMENT, INC.

RIA

CRD#: 106507

HOUSTON, TX

Past

September 23, 2003 - November 21, 2011

MBM SECURITIES, INC.

CRD#: 124850

HOUSTON, TX

Past

July 1, 2003 - September 3, 2003

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

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".

OAKSTREET WEALTH MANAGEMENT, INC.

CRD#: 288723 / SEC#: 801-117484

RIA

Registered Investment Advisory firm - (10/15/2019 Approved)

Illinois

Registered Investment Advisory firm - (10/15/2019 Terminated)

Texas

Registered Investment Advisory firm - (3/30/2020 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

Illinois
(12/14/2017)

IAR

Texas
(12/14/2017)

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: 3/18/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/20/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/26/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/30/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

OAKSTREET WEALTH MANAGEMENT, INC.

CRD#: 288723 / SEC#: 801-117484

RIA

Registered Investment Advisory firm - (10/15/2019 Approved)

Illinois

Registered Investment Advisory firm - (10/15/2019 Terminated)

Texas

Registered Investment Advisory firm - (3/30/2020 Terminated)

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Contact information

Main Address

9911 Stubbs Road, Magnolia, TX 77354

Mailing Address

Phone number

(800) 803-9885

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OAKSTREET WEALTH MANAGEMENT - FORM ADV PART 2A - MARCH 2025 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	57
AUM (Assets Under Management)	$ 465,000,000

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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Lindsey A. Black

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey Amanda Black's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOK FINANCIAL SECURITIES, INC.

TRIAD ADVISORS LLC

BOK FINANCIAL ASSET MANAGEMENT, INC.

MBM SECURITIES, INC.

OSAIC WEALTH, INC.

Primary Firm SEC Registration

OAKSTREET WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/18/2009

Series 63

Date: 10/20/2003

SIE

Date: 5/26/2017

Series 6

Date: 6/30/2003

Current Firm

OAKSTREET WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OAKSTREET WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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