Ryan R. Mcguire

OAK WEALTH ADVISORS LLC

Madison, WI 53705

Some features on this profile are disabled

CRD#: 6061523

Professional summary

Ryan Robert Mcguire, CFP®, CPWA® is a registered financial advisor currently at OAK WEALTH ADVISORS LLC located in Madison, Wisconsin.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Ryan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Social Security Planning

Comprehensive Financial Planni...

Tax Planning

Life Transitions

Socially Responsible Investing

Retirement Income Management

Business Succession Planning

Investment Planning

Retirement Planning

What is your minimum asset requirement?

500K

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.

RIDGEVIEW STORAGE MP, LLC (4100 WEIDENFELLER RD, MINERAL POINT, WI 53565); NOT INVESTMENT-RELATED (SELF-STORAGE UNITS COMPLEX); MINORITY SHAREHOLDER (20% OWNER)SINCE OCTOBER 2020. TIME COMMITMENT TO THIS BUSINESS IS APPROXIMATELY 5 HOURS A MONTH, NONE OF WHICH DURING REGULAR BUSINESS HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Robert Mcguire'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: 2015

CPWA^®

Certified Private Wealth Advisor

Start date: 2020-07-21

Expire date: 2024-06-30

Experience

Current

March 8, 2021 - Present

OAK WEALTH ADVISORS LLC

Office #1: 3330 University Avenue Suite 316, Madison, WI 53705

RIA

CRD#: 148832

Madison, WI

Past

August 12, 2014 - March 5, 2021

WIPFLI FINANCIAL ADVISORS, LLC

RIA

CRD#: 109983

MADISON, WI

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 WEALTH ADVISORS LLC

CRD#: 148832 / SEC#: 801-110588

RIA

Registered Investment Advisory firm - (5/16/2017 Approved)

Illinois

Registered Investment Advisory firm - (5/16/2017 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

Wisconsin
(3/8/2021)

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: 8/7/2014

Uniform Investment Adviser Law Examination

Current Firm

OAK WEALTH ADVISORS LLC

CRD#: 148832 / SEC#: 801-110588

RIA

Registered Investment Advisory firm - (5/16/2017 Approved)

Illinois

Registered Investment Advisory firm - (5/16/2017 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

836 Skokie Blvd., Northbrook, IL 60062

Mailing Address

Phone number

(847) 945-8888

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

OAK WEALTH ADVISORS FORM ADV PART 2A SEPTEMBER 2025 (9/9/2025)

OAK WEALTH ADVISORS FORM ADV CRS 2025 (3/13/2025)

Regulatory assets under management

Total Number of Accounts	594
AUM (Assets Under Management)	$ 321,039,501

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.

Similar Advisors

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

John Porcello

EDELMAN FINANCIAL ENGINES

SANTA CLARA, CA

Aaron Gose

EAGLE STRATEGIES LLC

IAR

BELLEVUE, WA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ryan R. Mcguire

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Robert Mcguire's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAK WEALTH ADVISORS LLC

WIPFLI FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

OAK WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/2014

Current Firm

OAK WEALTH ADVISORS LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OAK WEALTH ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors