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Oaktree Financial Advisors, Inc. Employee Directory

Financial ServicesIndiana, United States2-10 Employees

Oaktree Financial Advisors, Inc. is a small, independent financial planning firm based in Carmel, Indiana, focused on serving Eli Lilly employees. The firm presents itself as a Lilly-specific specialist, with CFP® professionals serving as fiduciaries and more than half of its clients being current or former Lilly employees.

It offers a program called LEAP, the Lilly Employee Analysis & Plan, which integrates Lilly benefits into personal finances to help clients stay on track toward their financial goals. Advisory services are provided through Commonwealth Financial Network, a Registered Investment Adviser; the firm is independently owned and not affiliated with or endorsed by Eli Lilly, with no quotas or proprietary products.

Find Oaktree Financial Advisors, Inc. employees' phone numbers or email addresses

Oaktree Financial Advisors, Inc. Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Oaktree Financial Advisors, Inc.'s Leadership

  • Stylized image of a person
    J. D.
    Client Services Associate
    Phone icon
    Mobile Phone

Oaktree Financial Advisors, Inc. Employee Metrics

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

Contact profiles from Oaktree Financial Advisors, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. D.
    Client Services Associate
    Phone icon
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Oaktree Financial Advisors, Inc. known for?

Minus sign iconPlus sign iconOaktree Financial Advisors, Inc. was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 12900 North Meridian Street Carmel, Indiana United States. Explore Oaktree Financial Advisors, Inc.'s company overview page for more information.

What is Oaktree Financial Advisors, Inc.'s most common email format?

Minus sign iconPlus sign iconOaktree Financial Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Oaktree Financial Advisors, Inc. email formats with LeadIQ.

How many employees does Oaktree Financial Advisors, Inc. have currently?

Minus sign iconPlus sign iconOaktree Financial Advisors, Inc. has approximately 8 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Oaktree Financial Advisors, Inc.'s key employees and leadership?

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As of May 2026, Oaktree Financial Advisors, Inc.'s key employees include:

  • Client Services Associate: J. D.

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