A complete list of active advisors currently associated with Crystal Oak Wealth Management, LLC

Warmer can help you find a great advisor at Crystal Oak Wealth Management, LLC or one who fits your needs even better.

Crystal Oak Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals, high‑net‑worth clients, and business entities, and also serves as an ERISA 3(21) advisor for qualified retirement plans. Services span ongoing asset management, full and consultative financial planning, and limited‑scope pension plan consulting for 401(k), cash balance and similar plans. The firm implements client strategies using a mix of fundamental, technical and charting analysis and may deploy model portfolios and third‑party money managers, including subscribing to model portfolios through a third‑party model marketplace. Client relationships include scheduled plan delivery, periodic account reviews and the ability to impose investment restrictions; the firm administers account oversight and monitoring on a discretionary basis. What is distinctive is the firm’s combination of a very small, solo‑practitioner practice with the uncommon offering of limited‑scope ERISA/pension consulting, including assistance with investment policy statements and plan monitoring that many peers of similar size do not provide. The firm also participates in a model marketplace, discloses outside insurance activities that could create conflicts of interest, and does not vote client proxies (clients receive and vote their own proxies).

To learn more about the advisors currently working at Crystal Oak Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Paul Schuder Jr.	Rogers, AR	7

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