Oak Financial Group Inc.

Oak Financial Group Inc. (CRD# 106293) is a financial advisory firm headquartered in Stamford, CT. They manage $254,893,298 in 882 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    882
    ACCOUNTS
  • Average Account Value
    $288,995
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

CA, CT, FL, MA, MD, NC, NH, NJ, NY, TX, VT

Financial Advisors at Oak Financial Group Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Gregg R. Evangelist
CRD#: 4631722
Stamford, CT
93
Wealthminder
score

Gregg Evangelist (CRD# 4631722) is an Investment Advisor Representative working at Oak Financial Group Inc. in Stamford, CT and has over 13 years of experience in the finance industry.

2
Neil D. Hackman
CRD#: 1104206
Stamford, CT
93
Wealthminder
score

Neil Hackman (CRD# 1104206) is an Investment Advisor Representative working at Oak Financial Group Inc. in Stamford, CT and has over 30 years of experience in the finance industry.

3
Kyra E. Palmer
CRD#: 5322792
Stamford, CT
93
Wealthminder
score

Kyra Palmer (CRD# 5322792) is an Investment Advisor Representative working at Oak Financial Group Inc. in Stamford, CT and has over 9 years of experience in the finance industry.

4
Angus P. Aronstein
CRD#: 6451622
Stamford, CT
88
Wealthminder
score

Angus Aronstein (CRD# 6451622) is an Investment Advisor Representative working at Oak Financial Group Inc. in Stamford, CT and has 1 year of experience in the finance industry.

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