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Daniel David Hiebert

Oak Financial Planning And Coaching, LLC

Maple Grove, MN

CRD 2734393

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Employer firm

Oak Financial Planning And Coaching, LLC CRD 283894

5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • Educational seminars
  • BUSINESS VALUATION

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

Current Employers
Oak Financial Planning And Coaching, Llc

6278 Dallas Court N, Maple Grove, MN 55311 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APP_PEND_IARCE 2026-01-01
  • MN RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

6278 Dallas Court N, Maple Grove, MN 55311 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Oak Financial Planning, Inc Maple Grove MN 03/2015 Present
  • 03/2015 → Present
    Oak Financial Planning, Inc
    Maple Grove, MN
Other Businesses

(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.//

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-06-14
  • S63 Uniform Securities Agent State Law Examination
    1996-06-14
Designations
  • Certified Financial Planner
Other Names
  • Dan Hiebert
  • Daniel David Hiebert
  • Daniel David Hiebert

View on SEC IAPD

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