Patrick Garrett Deist
Investment Adviser Representative at Oakwell Private Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick Garrett Deist is an investment adviser representative with Oakwell Private Wealth Management in Cedar Park, TX, where they have been registered since 2024. They have worked in the securities industry since 2016 and have been registered with 4 firms, including Hilltop Securities Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity Brokerage Services LLCAug 2015 – Feb 2017Westlake, TX
- UBS Financial ServicesMar 2017 – Oct 2019Plano, TX
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2019 – Feb 2022Dallas, TX
- Hilltop SecuritiesFeb 2022 – Mar 2024Dallas, TX
- Oakwell Private Wealth ManagementMar 2024 – no end date reportedAustin, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Oakwell Private Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- First $0-$2,000,0001.00%
- Next $2,000,000 - $5,000,0000.80%
- Next $5,000,000 and up0.55%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Oakwell offers private wealth management including investment planning, retirement planning, equity compensation planning, estate planning, tax planning, and business planning. Products and services include retirement planning, qualified tuition plans, annuities, mutual funds, certificates of deposit, employee pension plans, other retirement savings plans for employee groups, life insurance, long-term care, disability and critical illness coverage, and health insurance group health benefits.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Austin, TX
- SEC file number:
- 801-110263
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 18, 2026
View full firm profileOther advisors at Oakwell Private Wealth Management
11 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Garrett Deist has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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