Oatley & Diak, LLC
Oatley & Diak, LLC (CRD# 123589) is a financial advisory firm headquartered in Parker, CO. They manage $15,577,468 in 131 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts131ACCOUNTS
Average Account Value$118,912
- A percentage of assets under your management
- Hourly charges
- 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
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.
Noelle Diak (CRD# 4125107) is an Investment Advisor Representative working at Oatley & Diak, LLC in Englewood, CO and has over 17 years of experience in the finance industry.
Donald Oatley (CRD# 1288060) is an Investment Advisor Representative working at Oatley & Diak, LLC in Parker, CO and has over 17 years of experience in the finance industry.