Oatley & Diak, LLC

Oatley & Diak, LLC (CRD# 123589) is a financial advisory firm headquartered in Parker, CO. They manage $26,326,429 in 156 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
18801 East Mainstreet, Suite 240, Parker, CO 80134
http://oatleydiak.com
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    156
    ACCOUNTS
  • Average Account Value
    $168,759
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Oatley & Diak, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Noelle Diak, financial advisor Englewood CO
Noelle O. Diak
CRD#: 4125107
7887 East Belleview, Englewood, CO 80111

Noelle Diak (CRD# 4125107) is an Investment Advisor Representative working at Oatley & Diak, LLC in Englewood, CO and has over 24 years of experience in the finance industry.

2
John Diak, CFP®, financial advisor Parker CO
John Diak, CFP®
CRD#: 5207863
18801 East Mainstreet, Suite 240, Parker, CO 80134

Oatley & Diak, LLC is a family run, fee-only registered investment advisor (RIA) firm that provides financial planning and investment management to individuals, families and their related entities, trusts and estates, and family businesses. Oatley & Diak, LLC works with clients to define financial objectives and to develop strategies for reaching those objectives, some of which may include: identification of financial problems, cash flow and budget management, tax planning, risk exposure review, investment management, education funding, retirement planning, estate planning, charitable goals, special needs planning, divorce planning, family business succession issues, fringe benefits, and/or other issues specific to the client.

 

John Diak (CRD# 5207863) is an Investment Advisor Representative working at Oatley & Diak, LLC in Parker, CO and has over 9 years of experience in the finance industry.

 

John Diak 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 putclients' interests first and comply with the Financial Planning Practice Standards.

3
Donald Oatley, financial advisor Englewood CO
Donald F. Oatley
CRD#: 1288060
7887 East Belleview, Englewood, CO 80111

Donald Oatley (CRD# 1288060) is an Investment Advisor Representative working at Oatley & Diak, LLC in Englewood, CO and has over 24 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals