Founded in 2009, Oak Tree Financial Services, LLC has a combined 80+ years of financial service experience across 4 different advisors. Securities are offered through LPL Financial, LLC, an SEC registered investment adviser and member FINRA/SIPC broker/dealer. This allows Oak Tree to maintain the "small town" look and feel, while still being backed by the support and technology of a Fortune 500 company. Our goal at Oak Tree is not to see how large we can become, but how small we can remain so that we build long term relationships and you receive the individual service that you deserve and expect.
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Bachelor of Science - Biology
https://www.oaktreefinancialservices.com/regulatory-documents
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LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures