# OAK FINANCIAL PLANNING AND COACHING, LLC

OAK FINANCIAL PLANNING AND COACHING, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 283894
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283894

## About

OAK FINANCIAL PLANNING AND COACHING, LLC is a state-registered investment adviser in MAPLE GROVE, MN. It has 1 employee and 1 investment adviser. The firm is based in Minnesota.

## Questions

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/oak-financial-planning-and-coaching-llc

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