A complete list of active advisors currently associated with Uisonet
Warmer can help you find a great advisor at Uisonet or one who fits your needs even better.
UisOneT is a small, independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to individuals, families, and certain business or retirement-plan clients. The firm describes services that include retirement, estate, cash-flow and educational planning alongside portfolio management using mutual funds, ETFs, equities and fixed income. The brochure explains that UisOneT develops written Investment Policy Statements and gathers client data and risk profiles to tailor portfolio allocations, and it may implement strategies using Unified Managed Accounts and a mix of fundamental, technical and quantitative analysis. It also discloses that representatives who are insurance-licensed may recommend fixed annuities or insurance products when suitable, with conflicts disclosed to clients. What sets UisOneT apart from many peers is its very small scale—operating with a single advisory professional and a very limited number of client accounts and assets under management—and the brochure’s explicit reference to educational seminars and similar resources (noting seminars as a form of research or service tied to brokerage relationships), an offering that is uncommon among independent advisers. The firm further highlights a non‑investment professional background and operational certifications and an insurance license for its principal, and it offers 401(k) advisory services and the use of outside program managers or UMA structures.
To learn more about the advisors currently working at Uisonet, 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 |
|---|---|---|
Moore, OK
| 8
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")