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OAK FINANCIAL PLANNING AND COACHING, LLC

CRD 283894

Visit website

6278 DALLAS COURT N, MAPLE GROVE, MN, 55311, United States

Phone

612-978-8937

Fax

—

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

1-10

Fees

Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

No

Services

Financial planningSelection of other advisersEducational seminarsBUSINESS VALUATION

Client types

TypeClientsAUM
Individuals5—
High net worth individuals5—

All web addresses on file

Official SEC filing: View on IAPD