Don Gill III has been an investment adviser representative at SkyOak Wealth since February 2019, and is not listed among the firm’s executive officers or direct owners.
Skyoak Wealth LLC is a Southfield, MI firm with $693M under management, 450 clients and 4 advisers across 2 offices, as of its March 2026 filing.
D. Bradley Gill III is Partner and Private Wealth Advisor of SkyOak Wealth. He specializes in goals-based wealth management and long-term planning. He began his financial services career at Morgan Stanley nearly a decade ago, completing his foundational training there before joining SkyOak Wealth.
Don Gill III’s longest registration is the current one, 7 years at SkyOak Wealth since 2019. Before joining SkyOak Wealth in 2019, Don Gill III was registered through BKS Advisors, LLC and Morgan Stanley.
- BKS Advisors, LLC– · 2 yearsSouthfield, MI · Adviser representative · Firm CRD 109065
- Morgan Stanley– · 1 yearGrand Rapids, MI · Adviser representative · Firm CRD 149777
Professional designations
Listed by SkyOak Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Don Gill III is registered as an investment adviser representative in Michigan, since February 2019.
- MichiganSince 22 February 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 June 2016 |
| Series 7 | General Securities Representative Examination | 26 May 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Don Bradley Gill III
- CRD
- 6213086
- Firm
- SkyOak Wealth · CRD 299564
- Office
- 28411 NORTHWESTERN HWY, Suite 760, Southfield, MI 48034
- Registration
- Investment adviser registration
- In the industry since
- July 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- skyoakwealth.com
Where does Don Gill III work?
Don Gill III is an investment adviser representative registered through Skyoak Wealth LLC since February 2019, and is not listed among the firm’s executive officers or direct owners.
Is Don Gill III a financial advisor?
Yes. Don Gill III has a current investment-adviser registration in Michigan, through SkyOak Wealth since February 2019.
How many years of experience does Don Gill III have?
Don Gill III has 10 years in the financial industry, since July 2016, across 3 adviser firms.
What exams has Don Gill III passed?
Don Gill III has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2016. FINRA credited Don Gill III with the SIE, which began in October 2018.
Where did Don Gill III work before SkyOak Wealth?
Before SkyOak Wealth, Don Gill III was registered through Morgan Stanley, June 2016 to October 2017.
Where is Don Gill III based?
Don Gill III’s registered office is in Southfield, MI.
Is Don Gill III registered with FINRA?
No. Don Gill III has no current broker registration.
Is Don Gill III a CFP?
SkyOak Wealth lists Don Gill III with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: D. Bradley Gill III, CFP® biography, skyoakwealth.com
How can I verify Don Gill III’s record?
Search CRD 6213086 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Don Gill III’s full registration record.
- Ann ZemannChief Compliance Officer
Kenneth BrandtManaging Partner
Jeremy BrandtManaging Partner
Craig SimmonsManaging Partner