Chicago Oakbrook Financial Group

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

903 Commerce Dr Ste 300, Oak Brook, Illi...

Phone Number

(630) 954-5572

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
May
Jun
ZI Rank
1
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About Chicago Oakbrook Financial Group

Chicago Oakbrook Financial Group is a boutique wealth management firm helping affluent and emerging affluent grow their wealth. The company is a team of highly educated, professional, and caring advisors who help clients fill the gap that often exists between their financial goals and what actually happens day to day. The company understands that comprehensive wealth management is about life, not just investments. The company partners with individuals, families, and businesses every step of the way to help them make smart decisions around all of their finances, enabling them to grow their wealth and take care of their families. The company's services include investments and personal financial services, retirement planning, tax-deductible business benefits, business ownership protection, business continuation plans, personal insurance, and family and business estate planning. There are no canned solutions at Chicago Oakbrook Financial Group-only those that are tailored to each and everyRead more
Chicago Oakbrook Financial Group's Social MediaPopular SearchesChicago Oakbrook Financial GroupOtto & Dunne Financial Group LLCChicago Legal LLCChicago Oakbrook FinancialCorporate Financial Group LtdSIC Code 62,628NAICS Code 52,523Show more

Chicago Oakbrook Financial Group Org Chart

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President

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Service Manager

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Service Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Chicago Oakbrook Financia...

<$5M
11-50
Private
<$5M
1997
FK
Frank KautzkyChief Operating Officer & Chief Compliance Officer
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
1997
GP
Gail PerkinsDirector, Client Experience
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Chicago Oakbrook Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Chicago Oakbrook Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Chicago Oakbrook Financial Group.

Chicago Oakbrook Financial Group financials insights

Gather financial insights about Chicago Oakbrook Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Chicago Oakbrook Financial Group Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding Chicago Oakbrook Financial Group

What is Chicago Oakbrook Financial Group's official website?
Chicago Oakbrook Financial Group's official website is www.cofgroup.com
What is Chicago Oakbrook Financial Group's Revenue?
Chicago Oakbrook Financial Group's revenue is <$5 Million
What is Chicago Oakbrook Financial Group's SIC code?
Chicago Oakbrook Financial Group's SIC: 62,628
What is Chicago Oakbrook Financial Group's NAICS code?
Chicago Oakbrook Financial Group's NAICS: 52,523
How many employees does Chicago Oakbrook Financial Group have?
Chicago Oakbrook Financial Group has 11-50 employees
What industry does Chicago Oakbrook Financial Group belong to?
Chicago Oakbrook Financial Group is in the industry of: Finance, Securities Trading
What is Chicago Oakbrook Financial Group competition?
Chicago Oakbrook Financial Group top competitors include: Pillar Wealth Management, Sterling Total Wealth Solutions, Casco Bay Wealth Advisors, Ratcliff Financial Services
What technology does Chicago Oakbrook Financial Group use?
Some of the popular technologies that Chicago Oakbrook Financial Group uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Chicago Oakbrook Financial Group?
Chicago Oakbrook Financial Group contact info: Phone number: (630) 954-5572 Website: www.cofgroup.com
What does Chicago Oakbrook Financial Group do?

Chicago Oakbrook Financial Group is a boutique wealth management firm helping affluent and emerging affluent grow their wealth. The company is a team of highly educated, professional, and caring advisors who help clients fill the gap that often exists between their financial goals and what actually happens day to day. The company understands that c... omprehensive wealth management is about life, not just investments. The company partners with individuals, families, and businesses every step of the way to help them make smart decisions around all of their finances, enabling them to grow their wealth and take care of their families. The company's services include investments and personal financial services, retirement planning, tax-deductible business benefits, business ownership protection, business continuation plans, personal insurance, and family and business estate planning. There are no canned solutions at Chicago Oakbrook Financial Group-only those that are tailored to each and every individual client. The company's professional help: Takes the guesswork out of investing Provides a logical, disciplined investment process to pursue your financial objectives Frees up your time so you can enjoy the things that matter most The company welcome the opportunity to meet with you to discuss how the company can help you grow your wealth.Read More

What are Chicago Oakbrook Financial Group social media links?
Chicago Oakbrook Financial Group Linkedin page Chicago Oakbrook Financial Group Facebook page
Is Chicago Oakbrook Financial Group a public company?
Chicago Oakbrook Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Chicago Oakbrook Financial Group

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