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 14 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 31 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 10 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 over 2 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.