Oak Family Advisors, LLC

Oak Family Advisors, LLC (CRD# 141332) is a financial advisory firm headquartered in Chicago, IL. They manage $117,000,000 in 191 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $612,565
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

IL, NE, TX

Financial Advisors at Oak Family Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Charles M. Sloan
CRD#: 4295501
150 North Wacker Drive, Suite 1760, Chicago, IL 60606
96
Wealthminder
score

Charles Sloan (CRD# 4295501) is an Investment Advisor Representative working at Oak Family Advisors, LLC in Chicago, IL and has over 15 years of experience in the finance industry.

2
Terrence S. Wilson
CRD#: 4883545
150 North Wacker Drive, Suite 1760, Chicago, IL 60606
96
Wealthminder
score

Terrence Wilson (CRD# 4883545) is an Investment Advisor Representative working at Oak Family Advisors, LLC in Chicago, IL and has over 11 years of experience in the finance industry.

3
John H. Fitzpatrick
CRD#: 866553
150 North Wacker Drive, Suite 1760, Chicago, IL 60606
93
Wealthminder
score

John Fitzpatrick (CRD# 866553) is an Investment Advisor Representative working at Oak Family Advisors, LLC in Chicago, IL and has over 5 years of experience in the finance industry.

4
Kathleen A. Helminski
CRD#: 6267305
150 North Wacker Drive, Suite 1760, Chicago, IL 60606
89
Wealthminder
score

Kathleen Helminski (CRD# 6267305) is an Investment Advisor Representative working at Oak Family Advisors, LLC in Chicago, IL and has over 2 years of experience in the finance industry.

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