Advisors at this firm
Raymond J
Series 66
Covington, LA
Live Oak Wealth Management, LLC
Raymond Jenkins is a financial advisor with Live Oak Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Edward Jones, Securities America, Purshe Kaplan Sterling Investments, and Live Oak Financial Group. He is also principal and manager of WeInsure Smart, LLC, a property and casualty insurance agency. Live Oak Wealth Management provides discretionary portfolio management, financial and estate planning for individuals, charitable organizations, and businesses. The firm employs a long-term, diversified investment approach incorporating fundamental and quantitative analysis and offers a licensed insurance practice alongside its advisory services.
Stephen S
Series 63, Series 65
Covington, LA
Live Oak Wealth Management, LLC
Stephen Satterlee is a financial advisor with Live Oak Wealth Management, LLC in Covington, LA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Inc. and Securities America Advisors Inc. He is also involved in several business management ventures outside of investment advisory. Live Oak Wealth Management provides discretionary portfolio management, financial planning, and estate planning services to individuals, charitable organizations, and business entities. The firm manages accounts primarily on a discretionary, long-term basis, using a blend of fundamental and quantitative analysis alongside modern portfolio theory.
Daniel H
Series 66
Covington, LA
Live Oak Wealth Management, LLC
Daniel Haar is a financial advisor at Live Oak Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Securities America Advisors. Outside of advising, Haar is involved in organizing volleyball tournaments and coaches soccer at Northlake Christian School. Live Oak Wealth Management provides discretionary portfolio management, financial planning, and estate planning for individuals, charitable organizations, and business entities. The firm uses a blend of fundamental and quantitative analysis within a long-term, discretionary investment approach and offers access to a broad range of instruments including equities, fixed income, alternatives, and insurance products.
