Third Oak Investment Services

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

109 3rd Ave, Baraboo, Wisconsin, 53913, ...

Phone Number

(608) 356-7449

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Third Oak Investment Services

Third Oak Investment Services, based in Baraboo, Wisconsin, offers a comprehensive range of financial products and services tailored to clients at every stage of life, from young professionals to multi-generational families. Their offerings include business retirement planning, tax strategies, annuities, insurance, and investment solutions, all aimed at ensuring clients' financial well-being and future security. The firm is supported by a team of experienced advisors and provides access to trust services for asset management across generations. Third Oak Investment Services operates in conjunction with LPL Financial, ensuring a broad spectrum of financial guidance and support.Explore more
Popular SearchesThird Oak Investment ServicesThird Oak InvestmentOak Investment ServicesThirdoakinv.comSIC Code 62,628NAICS Code 52,523Show more

Third Oak Investment Services Org Chart

PhoneEmail
PW
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Senior VP, Investment Services

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JK
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Investment Executive

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LM
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Investment Executive

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LS
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Investment Executive

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Third Oak Investment Serv...

<$5M
11-50
Private
-
-
PW
Peter WelshSenior VP, Investment Services
<$5M
11-50
Private
-
2014
MH
Meredith HazenFinancial Advisor
<$5M
11-50
Private
-
2000
BS
Bud SanftnerCo-Founder & President
<$5M
1-10
Private
-
-
MS
Marsha SmithAdministrative Assistant
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
2007
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Third Oak Investment Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Third Oak Investment Services Tech Stack

A closer look at the technologies used by Third Oak Investment Services

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Frequently Asked Questions Regarding Third Oak Investment Services

What is Third Oak Investment Services's official website?
Third Oak Investment Services's official website is www.thirdoakinv.com
What is Third Oak Investment Services's Revenue?
Third Oak Investment Services's revenue is <$5 Million
What is Third Oak Investment Services's SIC code?
Third Oak Investment Services's SIC: 62,628
What is Third Oak Investment Services's NAICS code?
Third Oak Investment Services's NAICS: 52,523
How many employees does Third Oak Investment Services have?
Third Oak Investment Services has 11-50 employees
What industry does Third Oak Investment Services belong to?
Third Oak Investment Services is in the industry of: Finance, Securities Trading
What is Third Oak Investment Services competition?
Third Oak Investment Services top competitors include: citizensfinancials.com, Sunrise Wealth Partners, Elk Mountain Financial, Aspen Financial Services
What technology does Third Oak Investment Services use?
Some of the popular technologies that Third Oak Investment Services uses are: Proofpoint
How do I contact Third Oak Investment Services?
Third Oak Investment Services contact info: Phone number: (608) 356-7449 Website: www.thirdoakinv.com
What does Third Oak Investment Services do?

Third Oak Investment Services, based in Baraboo, Wisconsin, offers a comprehensive range of financial products and services tailored to clients at every stage of life, from young professionals to multi-generational families. Their offerings include business retirement planning, tax strategies, annuities, insurance, and investment solutions, all aim... ed at ensuring clients' financial well-being and future security. The firm is supported by a team of experienced advisors and provides access to trust services for asset management across generations. Third Oak Investment Services operates in conjunction with LPL Financial, ensuring a broad spectrum of financial guidance and support.Read More

Is Third Oak Investment Services a public company?
Third Oak Investment Services is private company therefore does not currently have an official ticker symbol
See more information about Third Oak Investment Services

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