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 16 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 12 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 6 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 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.