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North Oaks Financial Group Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

North Oaks Financial Group is a small financial services firm located in North Oaks, Minnesota. It provides financial planning and advisory guidance designed to align clients' values with their financial decisions rather than focusing solely on dollar amounts. The approach aims to give clients the freedom to consider options beyond immediate money concerns. 

Advisory services are provided through Thrivent Advisor Network, LLC under a doing-business-as arrangement, and North Oaks Financial Group is not affiliated with Thrivent Advisor Network, LLC. Securities are offered through Purshe Kaplan Sterling Investments, which is not affiliated with North Oaks Financial Group. The firm notes that interactions on third-party websites and social media are treated as advertisements under securities regulations, and information contributed may be retained for regulatory review.

Find North Oaks Financial Group employees' phone numbers or email addresses

North Oaks Financial Group Global Highlights

Location
Employees

North America
14

Minus sign iconPlus sign icon
  • United States Of America
    14

North Oaks Financial Group's Leadership

  • Stylized image of a person
    K. B.
    Owner/Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. S. C. F.
    Owner/Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. S.
    Owner / Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. J.
    Director Of Alignment
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Director Of Portfolio Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Administrative Professional
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Wealth Management Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. O.
    Executive Assistant
    Phone icon
    Mobile Phone

North Oaks Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from North Oaks Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. B.
    Owner/Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Apr 14, 2026
  • Stylized image of a person
    L. S. C. F.
    Owner/Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesMinnesota
    May 30, 2026
  • Stylized image of a person
    L. S.
    Owner / Wealth Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Jul 07, 2024
  • Stylized image of a person
    A. J.
    Director Of Alignment
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Oct 25, 2025
  • Stylized image of a person
    C. C.
    Director Of Portfolio Management
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Oct 21, 2025
  • Stylized image of a person
    C. C.
    Administrative Professional
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Feb 11, 2026
  • Stylized image of a person
    C. C.
    Wealth Management Associate
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Apr 20, 2026
  • Stylized image of a person
    P. O.
    Executive Assistant
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    A. M.
    Licensed Office Professional
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Aug 07, 2025

Frequently Asked Questions

What is North Oaks Financial Group known for?

Minus sign iconPlus sign iconNorth Oaks Financial Group was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 200 Village Center Drive North Oaks, Minnesota 55127 United States. Explore North Oaks Financial Group's company overview page for more information.

What is North Oaks Financial Group's most common email format?

Minus sign iconPlus sign iconNorth Oaks Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more North Oaks Financial Group email formats with LeadIQ.

How many employees does North Oaks Financial Group have currently?

Minus sign iconPlus sign iconNorth Oaks Financial Group has approximately 10 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are North Oaks Financial Group's key employees and leadership?

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As of May 2026, North Oaks Financial Group's key employees include:

  • Owner/Wealth Advisor: K. B.
  • Owner/Wealth Advisor: L. S. C. F.
  • Owner / Wealth Advisor: L. S.
  • Director Of Alignment: A. J.
  • Director Of Portfolio Management: C. C.

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