Description

• Oak Partners, Inc. was founded in 1993 and currently has offices in Crown Point, Valparaiso, Lafayette, Auburn IN and Cincinnati, OH. We serve clients all across the United States. Our objective is to help create and preserve our clients wealth through professional advice, education, and guidance while providing an exceptional client experience. We are independent, which means we have no proprietary investments to offer, and no mandate from above to sell a certain type of investment strategy or product. We have access to a wide variety of investment products and types and the needs of our clients drive our investment strategies. Our Wealth Advisors are specialists who have built their specialty on years of experience in a variety of market conditions and continue their professional education to help our clients make informed decisions. They view themselves as teachers as much as advisors and focus on educating our clients and making them better investors. Securities and advisory services offered through SII Investments, Inc., member http://www.finra.org/, http://www.sipc.org/, and a registered investment advisor. Oak Partners, and SII Investments are separate and unrelated companies. Content posted by other parties does not necessarily represent the views of SII Investments or Oak Partners, Inc. Content is for general purposes only and is not an offer to buy or sell any security. SII Investments does not provide tax or legal advice. SII Privacy Policy: http://www.siionline.com/public/forms/sii_madv6130a.pdf
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  Headquarters:55 West 94Th Place , Crown Point, Indiana, United States

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  Phone Number: +1 219-795-1000

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  Website: https://www.oakpartners.com

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  Employees:15

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  Revenue:$1 - 10M

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  Legal Name:Oak Partners Inc.

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• |  NAICS Code: 524128  |

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