First Oak Wealth Management
First Oak Wealth Management is an Investment Advisory firm serving individuals and their families. Our focus is objective, independent wealth management strategies to help you achieve and maintain the financial future you envision. As fiduciaries, we partner with clients to create in-depth financial plans and implement dynamic, scenario-tested investment strategies to navigate the knowns and unknowns ahead.
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Verified contacts
4
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
21
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- RT
Ryan Thomsen
Managing Partner, Investment Advisor · Finance & Accounting
EmailPhone - CH
Catherine H.
Office Administrator · Operations
EmailPhone - JM
John Michael Dorman
Client Operations Associate · Operations
EmailPhone
Showing 3 of 4 verified contacts
Top roles at First Oak Wealth Management
3 distinct titles indexed · top 3 shown.
- 1client operations associate
- 1managing partner, investment advisor
- 1office administrator
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