Patrick Michael Strausbaugh

Employer firm

Oak Investments, LLC CRD 331923

Reported services (Item 5G)

• SOLICITOR

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → Present
  Pruco Securities Corp
  Birmingham, MI
• 06/2004 → Present
  Calvin Zara Insurance Agency
  Birmingham, MI
• 08/2022 → Present
  Oak Cpas Pllc
  Rochester, MI
• 12/2007 → 08/2022
  Jenkins, Magnus, Volk And Carroll
  Bloomfield Hills, MI

Other Businesses

APPOINTED TO OUTSIDE CARRIERS TO CONDUCT OUTSIDE INSURANCE BUSINESS.CALVIN ZARA INSURANCE AGENCY, LLC - D/B/A - 21ST CENTURY FINANCIAL SERVICES - INSURANCE AGENCY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-19
• S63 Uniform Securities Agent State Law Examination
  2001-07-12