Oak Point Financial Group

Oak Point Financial Group (CRD# 155126) is a financial advisory firm headquartered in Portage, MI. They manage $118,402,913 in 950 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    950
    ACCOUNTS
  • Average Account Value
    $124,635
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL, MI, TX

Financial Advisors at Oak Point Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
John T. Knowlton
CRD#: 3156314
721 West Centre, Portage, MI 49024
96
Wealthminder
score

John Knowlton (CRD# 3156314) is an Investment Advisor Representative working at Oak Point Financial Group in Portage, MI and has over 19 years of experience in the finance industry. John Knowlton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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