Stephen Landa
Mighty Oak Management · Easton, Connecticut
Stephen Landa is a fee-only financial advisor at Mighty Oak Management in Easton, Connecticut. Mighty Oak Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mighty Oak Management |
|---|---|
| Based in | Easton, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $15M across 60 accounts |
| SEC registration | Investment adviser representative in CT, MA, NM, NY, TX · CRD 2172148 |
| Exams passed | Series 63 (1991) · Series 66 (2001) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
How Stephen's firm compares
- Mighty Oak Management's average account is about $250,000, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Stephen
Is Stephen Landa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Mighty Oak Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Mighty Oak Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Landa based?
Stephen Landa is based in Easton, Connecticut.
Is Stephen Landa registered with the SEC?
Yes. Stephen Landa is registered as an investment adviser representative in CT, MA, NM, NY and TX (CRD 2172148), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Mighty Oak Management manage?
Mighty Oak Management reports $15M across 60 accounts in assets under management.
How do I contact Stephen Landa?
Contact details aren't on file yet. Search for Mighty Oak Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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