Live Oak Wealth Partners

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

1440 E Bridge St, Breaux Bridge, Louisia...

Phone Number

(337) 704-7956

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Live Oak Wealth Partners

LiveOak Wealth Advisors is a financial advisory group based in Lafayette, Louisiana, offering a range of investment and planning services. Their services include asset allocation, retirement planning, and various financial calculators to assist clients in making informed decisions. The firm aims to provide adaptable financial planning across multiple generations, catering to individuals seeking comprehensive financial guidance. They are affiliated with Prospera Financial Services, ensuring a broad spectrum of securities and advisory services.Explore more
Live Oak Wealth Partners's Social MediaPopular SearchesLive Oak Wealth Partners LLCBroadridge Investor Communication Solutions IncLive Oak Wealth Advisors LLCLive Oak Images LLCLive Oak Investors LLCSIC Code 62,628NAICS Code 52,523Show more

Live Oak Wealth Partners Org Chart

PhoneEmail
CE
United States flag for contact location.

Client Service Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Live Oak Wealth Partners

<$5M
1-10
Private
-
2010
CE
Cheryl EvansClient Service Associate
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
2014
HS
Holly SherrerFinancial Advisor
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1984
ME
Michael ErpenbachDirector, Client Services
<$5M
1-10
Private
-
2018
SS
Shawn SabelhausPrincipal and Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Live Oak Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Live Oak Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Live Oak Wealth Partners.

Live Oak Wealth Partners Tech Stack

A closer look at the technologies used by Live Oak Wealth Partners

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Frequently Asked Questions Regarding Live Oak Wealth Partners

What is Live Oak Wealth Partners's official website?
Live Oak Wealth Partners's official website is www.liveoakwa.com
What is Live Oak Wealth Partners's Revenue?
Live Oak Wealth Partners's revenue is <$5 Million
What is Live Oak Wealth Partners's SIC code?
Live Oak Wealth Partners's SIC: 62,628
What is Live Oak Wealth Partners's NAICS code?
Live Oak Wealth Partners's NAICS: 52,523
How many employees does Live Oak Wealth Partners have?
Live Oak Wealth Partners has 1-10 employees
What industry does Live Oak Wealth Partners belong to?
Live Oak Wealth Partners is in the industry of: Finance, Securities Trading
What is Live Oak Wealth Partners competition?
Live Oak Wealth Partners top competitors include: Sabelhaus, Cedar Ridge Wealth Management Group, Murphy Wealth Management, Copper Canyon Wealth Management
What technology does Live Oak Wealth Partners use?
Some of the popular technologies that Live Oak Wealth Partners uses are: Cloudflare Website Optimization, Google Font API, Google Tag Manager, Font Awesome
How do I contact Live Oak Wealth Partners?
Live Oak Wealth Partners contact info: Phone number: (337) 704-7956 Website: www.liveoakwa.com
What does Live Oak Wealth Partners do?

LiveOak Wealth Advisors is a financial advisory group based in Lafayette, Louisiana, offering a range of investment and planning services. Their services include asset allocation, retirement planning, and various financial calculators to assist clients in making informed decisions. The firm aims to provide adaptable financial planning across multip... le generations, catering to individuals seeking comprehensive financial guidance. They are affiliated with Prospera Financial Services, ensuring a broad spectrum of securities and advisory services.Read More

What are Live Oak Wealth Partners social media links?
Live Oak Wealth Partners Facebook page
Is Live Oak Wealth Partners a public company?
Live Oak Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about Live Oak Wealth Partners

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