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Northern Oak Wealth Management, Inc.

Tel: (414) 278-0590
207 E Michigan St
Suite 200
Milwaukee, Wisconsin  53202

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Northern Oak Wealth Management, Inc.

Northern Oak Wealth Management, Inc. is a Milwaukee, Wisconsin based financial advisory firm with nearly $$966,863,383 in assets under management and provides investment advisory services for 434 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

105435

SEC#:

801-11335

No. of Clients:

434

Assets under Management

$966,863,383

No. of Advisors:

9

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