Wausau, WI Office

Team
Updated today

Oasis Advisors

Team

Firm-wide stats for Oasis Advisors

Total advisors

22

Across 11 offices

Clients per advisor

227 Very High

Avg AUM per client

$54,071 Very Low

HNW client ratio

1% Very Low

About

OASIS Advisors provides ongoing portfolio management, financial planning (including subscription planning), and pension consulting to individuals (including high-net-worth clients), corporations, and retirement plans. The firm manages about $278 million for roughly 4,987 clients through a team of 18 advisors and states it has no account minimum for its services.

The firm documents client objectives in an Investment Policy Statement and typically manages accounts on a discretionary basis, using fundamental analysis, modern portfolio theory, quantitative methods, and a long-term trading approach. Portfolios may include traditional mutual funds, ETFs and fixed income as well as less common instruments for a multi-team firm — such as private placements, structured notes, and cryptocurrency — and OASIS may refer assets to third-party managers after conducting due diligence.

OASIS Advisors is a relatively new firm (formed in 2025) under OASIS Capital Hold Co. and is under common ownership with AlphaBit Investments, LLC, which sponsors an ETF; the brochure discloses this and other potential conflicts of interest, including fee-sharing arrangements with third-party advisers. Several investment adviser representatives are also registered broker‑dealer representatives and some operate through an affiliated insurance entity, and the firm allows customizable fee arrangements for very large accounts and offers subscription financial planning, all of which distinguish its business model from many peers.

Based on Oasis Advisors

Expertise

Private / alternative investments Annuities Real estate investing

Based on Oasis Advisors

Occupation focus

Founder/Business Owner Executive

Based on Oasis Advisors

Location

1488 Merrill Ave

Wausau WI 54401

Advisors at this office

5

Advisors at this office

user avatar

Janelle T

Series 65, Series 63

Wausau, WI

Oasis Advisors

Janelle Thompson is a financial advisor at OASIS Advisors with nine years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Terra Wealth Management, Thompson Financial Group, Pfs Investments Inc, and Primerica in various capacities. Outside of her advisory role, she is an indirect owner of AlphaBit Investments, LLC. OASIS Advisors provides portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using fundamental analysis, modern portfolio theory, and quantitative methods, and offers a range of investment options including private placements and cryptocurrency.

Private / alternative investments Annuities Real estate investing Founder/Business Owner Executive
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Timothy T

Series 63, Series 65

Wausau, WI

Oasis Advisors

Timothy Thompson is a financial advisor at OASIS Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pfs Investments Inc. for over three decades. Thompson is also a licensed insurance professional and an indirect owner of AlphaBit Investments, LLC, which sponsors and manages an ETF. OASIS Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term model allocations and offers ongoing portfolio management and financial planning tailored to each client’s needs.

Private / alternative investments Annuities Real estate investing Founder/Business Owner Executive
user avatar

Marcus W

Series 63, Series 65

Wausau, WI

Oasis Advisors

Marcus White is a financial advisor at OASIS Advisors with seven years of industry experience. He previously worked at Terra Wealth Management LLC and Primerica Financial Services. Outside of his advisory work, White has served for several years in leadership roles at local community organizations including Pine Grove Community Chapel. OASIS Advisors provides portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages roughly $278 million for nearly 5,000 clients using a team-based approach and offers services without account minimums.

Private / alternative investments Annuities Real estate investing Founder/Business Owner Executive
user avatar

Paul D

Series 63, Series 65

Wausau, WI

Oasis Advisors

Paul Debuhr is a financial advisor with Oasis Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Terra Wealth Management LLC and PFS Investments, Inc. Debuhr is also involved in insurance sales, dedicating approximately 10% of his time to this activity. Oasis Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in its long-term model allocations and offers ongoing portfolio management, financial planning, and pension consulting services.

Private / alternative investments Annuities Real estate investing Founder/Business Owner Executive
user avatar

Karen D

Series 63, Series 65

Wausau, WI

Oasis Advisors

Karen Dins is a financial advisor at OASIS Advisors with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Terra Wealth Management, CAPE Securities, Primerica Financial Services, PFS Investments, Cedar Creek Manor, and Graebel. In addition to her advisory work, she spends a portion of her time involved in insurance sales. OASIS Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations and offers ongoing portfolio management alongside financial planning and pension consulting.

Private / alternative investments Annuities Real estate investing Founder/Business Owner Executive
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