Oak Leaf Financial Group

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

4640 Nicols Rd Ste 205, Eagan, Minnesota...

Phone Number

(651) 452-8050

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Oak Leaf Financial Group

Oak Leaf Financial Group provides comprehensive financial planning services, including retirement, estate, investment, and insurance advice. Their mission is to help clients develop, implement, and monitor financial strategies to achieve their life goals. The team consists of experienced professionals with diverse backgrounds, dedicated to prioritizing the best interests of their clients. They aim to work collaboratively with clients to create tailored financial strategies for a secure future.Explore more
Oak Leaf Financial Group's Social MediaPopular SearchesOak Leaf Financial Group LLCBrian Schaap LLCBrian Schaap, CFP - Oak Leaf Financial GroupLeaf Financial Group IncOak Leaf Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Oak Leaf Financial Group Org Chart

PhoneEmail
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Advisor Assistant

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Finanical Advisor

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Wealth Planner

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Investment Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oak Leaf Financial Group

<$5M
1-10
Private
-
2015
CG
Carla GoetzAdvisor Assistant
$9.5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2012
GK
Greg KayFounder & President
<$5M
1-10
Private
-
2015
Razvan Mirica, Principal, CCO, Private Wealth Advisor at Mirica Wealth
Razvan MiricaPrincipal, CCO, Private Wealth Advisor
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
-
1989
JL
Jeff LassiterSales Professional
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Oak Leaf Financial Group Tech Stack

A closer look at the technologies used by Oak Leaf Financial Group

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Frequently Asked Questions Regarding Oak Leaf Financial Group

What is Oak Leaf Financial Group's official website?
Oak Leaf Financial Group's official website is oakleaffinancialgroup.wradvisors.com
What is Oak Leaf Financial Group's Revenue?
Oak Leaf Financial Group's revenue is <$5 Million
What is Oak Leaf Financial Group's SIC code?
Oak Leaf Financial Group's SIC: 62,628
What is Oak Leaf Financial Group's NAICS code?
Oak Leaf Financial Group's NAICS: 52,523
How many employees does Oak Leaf Financial Group have?
Oak Leaf Financial Group has 1-10 employees
What industry does Oak Leaf Financial Group belong to?
Oak Leaf Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Oak Leaf Financial Group competition?
Oak Leaf Financial Group top competitors include: Wealth Preservation Planning, Kay Financial Group, CR Financial Services, Mirica Wealth
What technology does Oak Leaf Financial Group use?
Some of the popular technologies that Oak Leaf Financial Group uses are: Cloudflare Website Optimization, Datadog, Google Font API, Google Tag Manager
How do I contact Oak Leaf Financial Group?
Oak Leaf Financial Group contact info: Phone number: (651) 452-8050 Website: oakleaffinancialgroup.wradvisors.com
What does Oak Leaf Financial Group do?

Oak Leaf Financial Group provides comprehensive financial planning services, including retirement, estate, investment, and insurance advice. Their mission is to help clients develop, implement, and monitor financial strategies to achieve their life goals. The team consists of experienced professionals with diverse backgrounds, dedicated to prioriti... zing the best interests of their clients. They aim to work collaboratively with clients to create tailored financial strategies for a secure future.Read More

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

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