Our Partners

The affiliation of Oakes Wealth Management with the below partners helps to bring world-class resources to you as our client.

Prospera Financial Services

Founded in 1982, Prospera Financial supports independent financial professionals across the country, offering a superior menu of investment choices, leading-edge technology, indispensable financial tools, expert investment planning and advice, and personalized service — so they can bring their clients the same. By operating with integrity, honesty and an unwavering commitment to the investor, Prospera supports the success of financial professionals — which can lead to success for the clients they serve. With a focus on a service and a strong set of core values, Prospera Financial has been named Broker Dealer of the Year in 2009, 2010, 2012, 2014 and 2015.

First Clearing, LLC¹

First Clearing provides quality securities-execution and brokerage-clearance services to retail securities firms throughout the United States. Headquartered in St. Louis, Missouri, First Clearing has a heritage tied to the early 1900s and is one of the largest third-party custodians, or holding companies in the financial services industry. First Clearing is a member of the New York Stock Exchange, NASDAQ and other major exchanges.