This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

OAKWELL PRIVATE WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Mar 4, 2013

First registration

Dec 2, 2021

Dual registered

no

Other names

Lindsay Nicole Norman

IAPD individual key

6069756

• Occurred

  Feb 5, 2025
  Advisor changed firm

  Lindsay Nicole Haas left Ameritas Advisory Services, Llc for Oakwell Private Wealth Management (registered 2025-02-06)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:27fe6e16-1ac6-d4f4-212f-318942e8b867

First observed

Dec 2, 2021

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.