Northern Oak Wealth Management. Inc.

Northern Oak Wealth Management. Inc. (CRD# 105435) is a financial advisory firm headquartered in Milwaukee, WI. They manage $605,008,675 in 733 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    605
    MILLION
  • Total Number of Accounts
    733
    ACCOUNTS
  • Average Account Value
    $825,387
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Northern Oak Wealth Management. Inc.
Showing 1 - 5 of 5 top financial advisors.
1
David J. Szatkowski
CRD#: 1986819
555 East Wells St, Suite 1625, Milwaukee, WI 53202
96
Wealthminder
score

David Szatkowski (CRD# 1986819) is an Investment Advisor Representative working at Northern Oak Wealth Management. Inc. in Milwaukee, WI and has over 27 years of experience in the finance industry.

2
David P. Becker
CRD#: 2839572
250 East Wisconsin Avenue, Suite 1200, Milwaukee, WI 53202
93
Wealthminder
score

David Becker (CRD# 2839572) is an Investment Advisor Representative working at Northern Oak Wealth Management. Inc. in Milwaukee, WI and has over 19 years of experience in the finance industry.

3
Mark R. Zellmer
CRD#: 1029614
555 East Wells Street, Suite 1625, Milwaukee, WI 53202
93
Wealthminder
score

Mark Zellmer (CRD# 1029614) is an Investment Advisor Representative working at Northern Oak Wealth Management. Inc. in Milwaukee, WI and has over 34 years of experience in the finance industry.

4
Thomas Kintis
CRD#: 6376906
555 E. Wells Street, Suite 1625, Milwaukee, WI 53202
88
Wealthminder
score

Thomas Kintis (CRD# 6376906) is an Investment Advisor Representative working at Northern Oak Wealth Management. Inc. in Milwaukee, WI and has over 2 years of experience in the finance industry.

5
Matthew F. Bappert
CRD#: 6569779
555 E. Wells Street, Suite 1625, Milwaukee, WI 53202
87
Wealthminder
score

Matthew Bappert (CRD# 6569779) is an Investment Advisor Representative working at Northern Oak Wealth Management. Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.

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