Live Oak Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Live Oak Wealth Management, LLC provides discretionary portfolio management and financial and estate planning services to individuals (including high‑net‑worth clients), charitable organizations, and business entities. The firm reports approximately $57 million in discretionary assets under management and also acts in an advisory or referral capacity to other investment advisers, with $136 million in assets under advisement.
Investment guidance is documented through individualized Investment Policy Statements and implemented using fundamental analysis, modern portfolio theory and quantitative methods with a long‑term trading orientation; accounts are reviewed monthly and clients receive quarterly custodian reports. The firm may direct clients to third‑party managers and discloses negotiated fee‑sharing arrangements when it selects other advisers.
Distinctive features include regular, no‑charge educational seminars and monthly lunch workshops used to explain the firm’s services and specific security offerings, a practice the brochure highlights. Representatives are also registered broker‑dealers and licensed insurance agents and may recommend commissionable insurance and annuity products; the firm discloses these affiliations and documents the related conflicts of interest.
Client services
Expertise
Fee options
Estate Planning Fees: $2,500 to $20,000; Financial Planning Fees: $2,500 to $20,000 (negotiable fixed fees).
Below $250,000 - $250,000: 2.00% annually $250,000 - $750,000: 1.85% annually $750,000 - $1,000,000: 1.70% annually $1,000,000 - $2,000,000: 1.65% annually Above $2,000,000+: 1.25% annually
Investment adviser representatives accept commissions through sale of investment products; commissions are disclosed as conflict of interest but are not primary compensation for advisory services.
Account minimum: $250,000
Main office
7020 Hwy 190 Suite A
Covington LA 70433
Advisors at this office
3
Most active in
Louisiana · Mississippi · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Raymond J
Series 66
Covington, LA
Live Oak Wealth Management, LLC
Raymond Jenkins Jr. is a financial advisor with Live Oak Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Edward Jones and Purshe Kaplan Sterling Investments, Inc., among others. He is also the principal owner and manager of WeInsure Smart, LLC, a property and casualty insurance agency. Live Oak Wealth Management, LLC provides discretionary portfolio management and financial and estate planning services to individuals, charitable organizations, and business entities. The firm manages approximately $57 million in discretionary assets and uses fundamental analysis, modern portfolio theory, and quantitative methods within a long-term investment approach.
Stephen S
Series 63, Series 65
Covington, LA
Live Oak Wealth Management, LLC
Stephen Satterlee is a financial advisor at Live Oak Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Purshe Kaplan Sterling Investments, and Simplicity Investments. Outside of advising, he manages several non-investment businesses, including retirement planning and business management entities. Live Oak Wealth Management, LLC provides discretionary portfolio management and financial and estate planning services to individuals, charitable organizations, and business entities. The firm utilizes individualized Investment Policy Statements and employs fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading approach.
Daniel H
Series 66
Covington, LA
Live Oak Wealth Management, LLC
Daniel Haar IV is a financial advisor at Live Oak Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Securities America Advisors. Outside of advising, Haar is involved in organizing volleyball tournaments and coaching soccer at Northlake Christian School. Live Oak Wealth Management provides discretionary portfolio management and financial and estate planning services to individuals, charitable organizations, and business entities. The firm manages approximately $57 million in discretionary assets and uses fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading orientation.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)