Oakstreet Financial

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

23403 E Mission Ave Ste 220P, Liberty La...

Phone Number

(509) 350-8072

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Oakstreet Financial

Oakstreet Financial is a Christian financial advisory firm based in Spokane-Coeur d’Alene, specializing in fee-only faith-based investing and financial planning for clients across the nation. They focus on helping faith-driven Americans align their financial decisions with their values through personalized financial planning and Biblically Responsible Investing. Their ideal clients are individuals and families aged 45 and older who are preparing for retirement, navigating life changes, or seeking to steward their resources with purpose. As a fee-only fiduciary, Oakstreet Financial emphasizes transparent advice without commissions or hidden agendas, ensuring clients receive tailored support throughout their financial journey.Explore more
Oakstreet Financial's Social MediaPopular SearchesOakstreet Financialoak street financial services IncOak Street Mortgage LLCOak Street MortgageOak Street Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Oakstreet Financial Org Chart

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NC
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Supervisor, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oakstreet Financial

<$5M
1-10
Private
-
2003
NC
Natasha CovingtonSupervisor, Operations
$5.9M
11-50
Private
-
-
RW
Rachel WalkerManager, Client Services
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
-
WF
W. FrancisVice President, Investments
<$5M
1-10
Private
<$5M
2014
KG
Keith GlaserFounder & Managing Director
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Oakstreet Financial Tech Stack

A closer look at the technologies used by Oakstreet Financial

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Frequently Asked Questions Regarding Oakstreet Financial

What is Oakstreet Financial's official website?
Oakstreet Financial's official website is www.oakstreetfinancial.com
What is Oakstreet Financial's Revenue?
Oakstreet Financial's revenue is <$5 Million
What is Oakstreet Financial's SIC code?
Oakstreet Financial's SIC: 62,628
What is Oakstreet Financial's NAICS code?
Oakstreet Financial's NAICS: 52,523
How many employees does Oakstreet Financial have?
Oakstreet Financial has 1-10 employees
What industry does Oakstreet Financial belong to?
Oakstreet Financial is in the industry of: Finance, Securities Trading
What is Oakstreet Financial competition?
Oakstreet Financial top competitors include: Great Lakes Wealth Advisors, Westex Investment Services, KASE Wealth Advisors, Stockade Wealth Management
What technology does Oakstreet Financial use?
Some of the popular technologies that Oakstreet Financial uses are: Google Font API, YouTube, Microsoft 365, Amazon Web Hosting
How do I contact Oakstreet Financial?
Oakstreet Financial contact info: Phone number: (509) 350-8072 Website: www.oakstreetfinancial.com
What does Oakstreet Financial do?

Oakstreet Financial is a Christian financial advisory firm based in Spokane-Coeur d’Alene, specializing in fee-only faith-based investing and financial planning for clients across the nation. They focus on helping faith-driven Americans align their financial decisions with their values through personalized financial planning and Biblically Responsi... ble Investing. Their ideal clients are individuals and families aged 45 and older who are preparing for retirement, navigating life changes, or seeking to steward their resources with purpose. As a fee-only fiduciary, Oakstreet Financial emphasizes transparent advice without commissions or hidden agendas, ensuring clients receive tailored support throughout their financial journey.Read More

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

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