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).
Total Assets Under Management118MILLION
Total Number of Accounts950ACCOUNTS
Average Account Value$124,635
- A percentage of assets under your management
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MI, TX
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.