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6278 Dallas Court N, Maple Grove, MN 55311 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Financial Planning, Inc | Maple Grove | MN | 03/2015 | Present |
(1) 2007-Present: College for Financial Planning/Not investment related/Centennial, CO/Adjunct Professor/Education/Involves three percent or less time each month after traditional business hours.//(2) 2008-Present: University of Minnesota State- Mankato/Not investment related/Mankato, MN/Adjunct Professor/Education/Involves three percent or less time each month after traditional business hours.//(3) 2008-Present: The American College/Not investment related/Bryn Mawr, PA/Adjunct Professor/Education/Involves three percent or less time each month after traditional business hours.//(4) 2008-Present: Keir Education Services/Not investment related/Middletown, OH/Instructor/Education/Involves three percent or less time each month after traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-14 |
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