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13555 Bishop's Court
Why did we choose the “Oak Tree” for our firm’s name? -- A True Story
After a quarter century of working with larger corporations I decided that the only way to truly do what is best for my clients was to start my own firm. I struggled to come up with a name that reflected the way we work with our valued clients.
A classic Wisconsin thunderstorm developed as I was looking out my window at home, thinking about a name. I was literally watching the trees in my backyard. Every tree except the big oak was swaying. Some were bent over from the storm’s fierce winds that day. It hit me that the noble Oak tree reflected the strength and stability needed to weather the storms – in our case, of life and the markets.
The analogy goes deeper. Remember that the strength of the Oak tree, like the strength of our firm, is not established through only what we see above the ground; no truly, the strength of the Oak, and of this firm, is borne of a deep rooted, largely unseen support structure.
Our “roots” are Oak Tree’s resources, technology, client review process, our client communication work, our educational materials and seminars, our commitment to listening and truly caring, our follow-up, our follow-through. So, our strong root system, all in addition to the very visibly strong branches and leaves—our advisors, each with his or her unique combination of skills, experience and knowledge—make up a unique, skilled, and very caring partner.
Enjoy the benefits of the Oak Tree approach!
Brad Olson, President
Each advisor's reasons for becoming a financial professional are quite individually personal.
Why We Do What We Do --
=> Some of us repeatedly saw friends and family struggling to find the help they needed to map out their financial future.
=> Others are fascinated with our economy, how money works, and how both disciplines impact every single family, organization, or business.
=> Still others take great satisfaction in helping demystify what can sometimes be complex financial concepts while caring about and truly helping others succeed.
How We're Different --
=> We are confident that with our understanding of personal finance, coupled with our training as financial professionals, and given our unique method, we truly can help people better prepare for the future.
=> After years in our profession, we believe we have developed a reputation for thoughtfully educating individuals in an easy-to-understand manner so they can readily grasp the fundamentals of personal finance and then use those concepts to actively pursue their planned financial objectives.
We Truly Care -- We feel a deep commitment to our community and to the people who live, work, learn and play here.
Welcome to the caring Oak Tree Financial Services family of advisors, staff and clients!
Brad's experience includes working as a manager and financial advisor in investment firms, in addition to working both with a large insurance company, and with large banks in their investment and trust divisions.
Senior Vice President
Alf is a CFA (Chartered Financial Analyst). His experience includes work in private equity in China, where he lived for 10 years. He holds a Master’s Degree in Economics, and licenses in both insurance and securities.
David holds a Wisconsin life/health insurance license and has passed the General Securities Representative (Series 7) exam, the Uniform Securities Agent Law (Series 63) exam and the Uniform Investment Advisors Law (Series 65) exams.
Nelson's experience includes over 16 years as an investment manager for his clients, in addition to previously working as an estate planning and tax litigation attorney.
Investment Advisor Representative
Mike's experience includes over 15 years as an independent investment manager for his clients, in addition to success as a manager for large insurance companies.