Blue Oak Financial

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

1580 S Milwaukee Ave Ste 606, Libertyvil...

Phone Number

(630) 773-0600

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Blue Oak Financial

Blue Oak Financial Services offers a range of financial services including investment advice and portfolio management. They provide resources such as calculators, newsletters, and educational materials to assist clients in making informed financial decisions. The company aims to serve individuals seeking guidance in their investment strategies, particularly through methods like dollar-cost averaging. Their services are facilitated through LPL Financial, ensuring compliance with regulatory standards.Explore more
Blue Oak Financial's Social MediaPopular SearchesBlue Oak FinancialBlue Oak Financial ServicesBlue Oak Financial IncBlue Financial Servicesblueoakfinancial.comSIC Code 62,628NAICS Code 52,523Show more

Blue Oak Financial Org Chart

PhoneEmail
MU
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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Blue Oak Financial

<$5M
1-10
Private
-
2002
MU
Melissa UnderwoodAdministrative Assistant
<$5M
1-10
Private
-
1994
N/A
<$5M
1-10
Private
-
1984
JH
Julie HokoManaging Director
<$5M
1-10
Private
-
1983
WW
Wendy WinkelmanSales Assistant
<$5M
1-10
Private
-
2018
JS
Jessica ShifletVice President, Investment Services
<$5M
1-10
Private
-
-
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Blue Oak Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Blue Oak Financial Tech Stack

A closer look at the technologies used by Blue Oak Financial

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Frequently Asked Questions Regarding Blue Oak Financial

What is Blue Oak Financial's official website?
Blue Oak Financial's official website is www.blueoakfinancial.com
What is Blue Oak Financial's Revenue?
Blue Oak Financial's revenue is <$5 Million
What is Blue Oak Financial's SIC code?
Blue Oak Financial's SIC: 62,628
What is Blue Oak Financial's NAICS code?
Blue Oak Financial's NAICS: 52,523
How many employees does Blue Oak Financial have?
Blue Oak Financial has 1-10 employees
What industry does Blue Oak Financial belong to?
Blue Oak Financial is in the industry of: Finance, Securities Trading
What is Blue Oak Financial competition?
Blue Oak Financial top competitors include: Bard Financial Services, Monarch Financial Solutions, Deuel Financial Group, Sequential Wealth Management
What technology does Blue Oak Financial use?
Some of the popular technologies that Blue Oak Financial uses are: Cloudflare Website Optimization, Proofpoint, Neustar UltraDNS, Google Tag Manager
How do I contact Blue Oak Financial?
Blue Oak Financial contact info: Phone number: (630) 773-0600 Website: www.blueoakfinancial.com
What does Blue Oak Financial do?

Blue Oak Financial Services offers a range of financial services including investment advice and portfolio management. They provide resources such as calculators, newsletters, and educational materials to assist clients in making informed financial decisions. The company aims to serve individuals seeking guidance in their investment strategies, par... ticularly through methods like dollar-cost averaging. Their services are facilitated through LPL Financial, ensuring compliance with regulatory standards.Read More

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

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