Oak Tree Financial Services, LLC

CONNECT

Address:

2314 N. Grandview Blvd.
Suite 207
Waukesha, WI 53188

Phone:

(262) 649-9202,Toll Free: 800-757-OTFS (6837)

Fax/Other:

(262) 649-9202

Our Advisors

The Oak Tree Financial Services Team:

Our Advisors

Brad Olson 262-649-9202

Brad has experience that includes working with a large insurance company, working with large banks in their investment and trust divisions, and 10 years as a senior manager and advisor in investment firms.

Mike Radichel (262)-649-9205

Mike has experience that includes work as a senior manager for large insurance companies, and over 15 years as an independent investment manager for his clients.

Nelson Weine - (262)-891-4745

Nelson has experience that includes work as an estate planning and tax litigation attorney, and over 16 years as an investment manager for his clients.

Alfred Hickey - (262)-672-6037

Alf has experience in Private Equity in China, where he lived for 10 years.He has a Master’s Degree in Economics and is a Level III CFA candidate. He is passionate about providing clients unique, low cost investment guidance in a complex global environment.

Our Support Staff

Margaret Schumacher  - (262)-757-6105

Margaret  provides in depth support to clients. She has experience  that includes working for over 30 years in the financial services industry.  She provides in depth support to the clients of Oak Tree.




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