Advisor at Live Oak Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Live Oak Wealth Management, LLC
Location
Covington, LA 70433
Credentials
Series 66
Industry experience
11 years
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.
Based on Live Oak Wealth Management, LLC
Based on Live Oak Wealth Management, LLC
Below $250,000 - $250,000: 2.00% $250,000 - $750,000: 1.85% $750,000 - $1,000,000: 1.70% $1,000,000 - $2,000,000: 1.65% Above $2,000,000+: 1.25%
Advisers are licensed insurance agents and may receive commissions from sale of investment products
Account minimum: $250,000 (may be waived at discretion) Fee-only: Fixed fees for financial planning ranging from $2,500 to $20,000; Estate planning fees $2,500 to $20,000
7020 Hwy 190 Suite A
Covington, LA 70433
Louisiana · Mississippi
Live Oak Wealth Management, LLC
2020 - Present (6 years)
Purshe Kaplan Sterling Investments
2020 - 2025 (5 years)
Securities America Advisors, Inc.
2017 - 2020 (3 years)
Securities America Inc
2015 - 2020 (5 years)
Live Oak Financial Group, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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