17400 Laguna Canyon Road, Suite 125 Irvine, CA 92618

(949) 341 - 4188

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Irvine Office

17400 Laguna Canyon Road, Suite 125

Irvine, CA 92618

Phone: (949) 341 - 4188

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

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Office: (949) 341-4188

17400 Laguna Canyon Road

Suite 125

Irvine, CA 92618

OakwoodWealth@LFG.com

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Michael Lockwood: California Insurance License #0730158

Mike Kish: California Insurance License #0H28584

Valerie Esteban: California Insurance License #0I63087

Kevin Campbell: California Insurance License #0L34919

Nick Lockwood: California Insurance License #0M83310

Sean Hooper: California Insurance License #0M29054

Marianne Ehlers: California Insurance License #0I57918

Matthew Manskar: California Insurance License #4054270

Terri Halligan: California Insurance License #0E02159

Heather Searl: California Insurance License #0K30246

Roberto Duran - California Insurance License #0C87851

Derrick Nguyen - CA Insurance License # 0J10811

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Oakwood Wealth Partners is not an affiliate of Lincoln Financial Advisors Corp.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

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