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OAK FINANCIAL PLANNING AND COACHING, LLC
OAK Financial Planning and Coaching, LLC is an RIA that combines financial planning with behavioral coaching.
OAK FINANCIAL PLANNING AND COACHING, LLC
OAK FINANCIAL PLANNING AND COACHING, LLC is an SEC-registered investment adviser in MAPLE GROVE, MN. It has 1 employee and 1 investment adviser. The firm is based in Minnesota.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at OAK Financial Planning and Coaching?
No named investment professionals or principals are publicly listed for OAK Financial Planning and Coaching, LLC. The firm's registered filings with state securities regulators would list the primary advisor, but those details are not included in available public sources. Without disclosure, the decision-making structure remains opaque.
How does OAK Financial Planning and Coaching source proprietary deal flow?
OAK Financial Planning and Coaching, LLC does not publicly describe any proprietary deal sourcing. Given its focus on financial planning and coaching, it likely does not engage in direct private market deals. The firm's business model appears centered on advisory services rather than capital allocation.
Is OAK Financial Planning and Coaching structured as a family office or a broader advisory firm?
OAK Financial Planning and Coaching, LLC is registered as an RIA, not as a family office. The firm likely serves a client base of individuals or families seeking financial planning guidance, coaching, and possibly investment advisory, but this is distinct from a single-family or multi-family office structure that manages concentrated wealth. Its exact client composition is undisclosed.
What investment stages does OAK Financial Planning and Coaching typically target?
No investment stage focus is publicly disclosed. The firm's emphasis on financial planning and coaching suggests it does not specialize in venture, growth, or buyout stages. Any investment involvement would be through client advisory, not direct firm capital.
How is OAK Financial Planning and Coaching related to any parent or affiliated entity?
No parent company, subsidiary, or affiliated entity is publicly identified for OAK Financial Planning and Coaching, LLC. The firm's registration with securities regulators does not indicate a broader corporate structure. It operates as a standalone LLC.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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