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Oak Tree Financial Services, LLC

2314 N. Grandview Blvd.
Suite 207
Waukesha, WI 53188
Phone:
  • (262) 649-9202
  • Toll Free: 800-757-OTFS (6837)
Fax:
  • (262) 649-9202

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Planting tomorrows dreams, today!

Welcome to Oak Tree Financial Services

 Oak Tree Financial Services was founded July of 2009, with the sole purpose of meeting your investing and financial planning needs. Oak Tree’s infrastructure provides experienced advisors the independence they want with the support they need. There are no shareholders, or board of directors to answer to, we answer to our clients!

This independence allowed us to choose the Broker/Dealer and Registered Investment Advisor we thought would best meet our clients’ needs. We choose to offer securities through Questar Capital Corporation (QCC) Member FINRA/SIPC and advisory services are offered through Questar Asset Management (QAM), a Registered Investment Advisor. Questar clears transactions and uses Pershing,LLC as custodian to holds client assets. Pershing, LLC. Pershing is one of the world’s largest custodians. Oak Tree Financial Services, LLC is independent of QCC and QAM.

Our investment management approach uses a two pronged approach to investing. As many firms do, we follow the time-tested methods of investing that utilize asset allocation theories, but we believe investing is more than that.  We also actively analyze current economic conditions, and the business cycle, to adjust your portfolio to strive for the maximum rate of return for your stated level of risk. We will help you develop the right investment mix, asset allocation and risk level to help you accomplish your financial goals.

We pride ourselves in helping educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't  want you to miss any developments in the area of personal finance.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck