North Oaks Financial Group

North Oaks Financial Group is a financial advisory firm located in Vadnais Heights, Minnesota. The company employs 9 people and generates an annual revenue of $2.5 million. North Oaks Financial Group provides guidance to help clients align their financial decisions with their values. Their services aim to empower clients to focus beyond their finances and achieve greater freedom. North Oaks Financial Group utilizes various resources for communication and client engagement, including third-party websites, social media, and blogs. They maintain records of their online interactions in compliance with securities regulations and are subject to review by relevant regulatory bodies. Advisory services are provided through Thrivent Advisor Network, LLC, a registered investment advisor. Securities are offered through Purshe Kaplan Sterling Investments (PKS), a member of FINRA/SIPC. The CFP® certification is owned by the Certified Financial Planner Board of Standards, Inc. (CFP Board) and is authorized for use by individuals meeting specific certification requirements. For more information, you can visit their website at northoaksfinancial.com.