Marcus White
Advisor at Oasis Advisors
Updated today
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
Oasis Advisors
Location
Wausau, WI 54401
Credentials
Series 63, Series 65
Industry experience
6 years
About
Marcus White is a financial advisor at OASIS Advisors with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Terra Wealth Management LLC and Thompson Financial Group. Outside of his advisory role, Marcus has been involved with Pine Grove Community Chapel for several years. 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 to construct long-term model allocations and offers ongoing portfolio management along with financial planning and pension consulting.
Client services
Based on Oasis Advisors
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Flat fees possible for financial planning/consulting, negotiated individually; onboarding fees for subscription services may apply
$0 - $100,000: 1.50% $100,001 - $500,000: 1.35% $500,001 - $1,500,000: 1.20% $1,500,001 - $5,000,000: 1.05% $5,000,001 - $10,000,000: 0.90% $10,000,001+: Customizable
Certain supervised persons are licensed to accept commissions for sale of investment products; commissions are not primary source of compensation; disclosed conflicts of interest
Hourly fees possible for financial planning/consulting, negotiated individually
Subscription financial planning fees charged monthly or quarterly; fixed or tiered fees; onboarding fee possible
Fee-only: Financial Planning/Consulting Fees are negotiable; may be flat or hourly fees; Subscription Financial Planning Services charged as fixed or tiered monthly or quarterly fees, with possible onboarding fee
Location
1488 Merrill Ave
Wausau, WI 54401
Most active in
Marcus W has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
OASIS Advisors, LLC
2025 - Present (1 year)
Terra Wealth Management LLC
2022 - 2025 (3 years)
Pine Grove Community Chapel
2021 - Present (5 years)
Thompson Financial Group
2021 - 2022 (1 year)
Primerica Financial Services
2018 - 2022 (4 years)
Primerica Advisors
2018 - 2022 (4 years)
Eliason Realty of the North, LLC
2016 - 2021 (5 years)
Twin Lakes Bible Church
2015 - 2021 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Patrick B
Series 63, Series 65
Wausau, WI
MyFamilyCFO, Inc.
Jeremy R
Series 66
Wausau, WI
Point Wealth, LLC
Ludger B
Series 63, Series 65
Wausau, WI
Borger Capital Management LLC
Carlos S
Series 63, Series 65
Wausau, WI
Borger Capital Management LLC
Alexandria B
Series 65
Wausau, WI
Hoff Private Wealth
Derek H
Series 65
Wausau, WI
Hoff Private Wealth
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