Oak Family Advisors, LLC

Oak Family Advisors, LLC (CRD# 141332) is a financial advisory firm headquartered in Chicago, IL. They manage $495,800,000 in 793 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
150 North Wacker Drive, Suite 1760, Chicago, IL 60606
https://www.ofallc.com
By the Numbers
  • Total Assets Under Management
    496
    MILLION
  • Total Number of Accounts
    793
    ACCOUNTS
  • Average Account Value
    $625,221
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
The map below shows states where this firm has explicit registration only.

CA, FL, IL, MI, NC, NE, TX

Financial Advisors at Oak Family Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
William Driscoll, financial advisor Chicago IL
William E. Driscoll
CRD#: 2834578
150 North Wacker Drive, Suite 1760, Chicago, IL 60606

William Driscoll (CRD# 2834578) is an Investment Advisor Representative working at Oak Family Advisors, LLC in Chicago, IL and has over 26 years of experience in the finance industry.

2
John Fitzpatrick, financial advisor Chicago IL
John H. Fitzpatrick
CRD#: 866553
150 North Wacker Drive, Suite 1760, Chicago, IL 60606

John Fitzpatrick (CRD# 866553) is an Investment Advisor Representative working at Oak Family Advisors, LLC in Chicago, IL and has over 13 years of experience in the finance industry.

3
Kathleen Helminski, financial advisor Chicago IL
Kathleen A. Helminski
CRD#: 6267305
150 North Wacker Drive, Suite 1760, Chicago, IL 60606

Kathleen Helminski (CRD# 6267305) is an Investment Advisor Representative working at Oak Family Advisors, LLC in Chicago, IL and has over 10 years of experience in the finance industry.

4
Charles Sloan, financial advisor Chicago IL
Charles M. Sloan
CRD#: 4295501
150 North Wacker Drive, Suite 1760, Chicago, IL 60606

Charles Sloan (CRD# 4295501) is an Investment Advisor Representative working at Oak Family Advisors, LLC in Chicago, IL and has over 23 years of experience in the finance industry.

5
Frances Tuite, financial advisor Chicago IL
Frances E. Tuite
CRD#: 1887822
150 North Wacker Drive, Suite 1760, Chicago, IL 60606

Frances Tuite (CRD# 1887822) is an Investment Advisor Representative working at Oak Family Advisors, LLC in Chicago, IL and has over 32 years of experience in the finance industry.

6
Terrence Wilson, financial advisor Chicago IL
Terrence S. Wilson
CRD#: 4883545
150 North Wacker Drive, Suite 1760, Chicago, IL 60606

Terrence Wilson (CRD# 4883545) is an Investment Advisor Representative working at Oak Family Advisors, LLC in Chicago, IL and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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