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

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

Live Oak Wealth Management provides discretionary portfolio management, financial planning, estate‑planning reviews and the selection of third‑party advisers to individuals, high‑net‑worth clients, charitable organizations and corporations; the firm also accepts engagements from other investment adviser firms as clients. It prepares individualized Investment Policy Statements and delivers ongoing monitoring and quarterly reporting for managed accounts. The firm’s investment process combines fundamental analysis, modern portfolio theory and quantitative methods and generally pursues a long‑term trading approach tailored to each client’s time horizon and risk tolerance. Portfolios may include equities, ETFs, mutual funds, fixed income, real estate funds, alternatives (including cryptocurrency) and insurance products such as annuities, and accounts are managed on a discretionary basis. Distinctive features include an affiliation with Live Oak Financial Group—representatives are licensed insurance agents who accept compensation for insurance and annuity sales, a conflict of interest that the firm discloses and documents. Live Oak also provides free monthly educational seminars, reports $136 million in assets under advisement, and may receive fee‑sharing compensation when directing clients to third‑party investment advisers.

To learn more about the advisors currently working at Live 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
Daniel Haar IV	Covington, LA	11
Raymond Jenkins Jr.	Covington, LA	19
Stephen Satterlee	Covington, LA	33

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support