Chicago Oakbrook Financial Group Employee Directory

Financial ServicesIllinois, United States11-50 Employees

Chicago Oakbrook Financial Group is a financial services firm based in Hinsdale, Illinois. It provides financial planning and advisory services using a holistic approach that considers life events alongside financial data. The firm aims to support clients through significant life changes—such as career transitions, health issues, and college planning—by offering guidance and ongoing support to align finances with their broader goals.

Securities and advisory services are offered through Commonwealth Financial Network, a registered investment adviser, with fixed insurance products provided separately. Advisory activity is limited to residents of states where advisers are properly registered, and clients are encouraged to verify registrations through BrokerCheck.

Find Chicago Oakbrook Financial Group employees' phone numbers or email addresses

Chicago Oakbrook Financial Group Global Highlights

Location
Employees

North America
28

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  • United States Of America
    28

Asia
1

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  • China
    1

Chicago Oakbrook Financial Group's Leadership

  • Stylized image of a person
    Z. W.
    Ceo
    Phone icon
  • Stylized image of a person
    K. J.
    Paraplanner And Controller
    Phone icon
  • Stylized image of a person
    K. L.
    Service Manager
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  • Stylized image of a person
    D. L.
    Associate Para Planner
    Phone icon
  • Stylized image of a person
    J. F.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    C. S.
    Para Planner / Client Service Associate
    Phone icon

Chicago Oakbrook Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Chicago Oakbrook Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    Z. W.
    Ceo
    Phone icon
    ChinaShanghai
    Jun 01, 2026
  • Stylized image of a person
    K. J.
    Paraplanner And Controller
    Phone icon
    United StatesNorth Carolina
    Jun 30, 2026
  • Stylized image of a person
    K. L.
    Service Manager
    Phone icon
    United States
    May 29, 2026
  • Stylized image of a person
    D. L.
    Associate Para Planner
    Phone icon
    Oct 24, 2024
  • Stylized image of a person
    J. F.
    Financial Advisor
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    C. S.
    Para Planner / Client Service Associate
    Phone icon
    United StatesMinnesota
    Jun 26, 2026

Frequently Asked Questions

What is Chicago Oakbrook Financial Group known for?

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Chicago Oakbrook Financial Group was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 903 Commerce Drive Suite 300 Hinsdale, Illinois 60523 United States; you can contact the main corporate office by phone at . Explore Chicago Oakbrook Financial Group's company overview page for more information.

What is Chicago Oakbrook Financial Group's most common email format?

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Chicago Oakbrook Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Chicago Oakbrook Financial Group email formats with LeadIQ.

How many employees does Chicago Oakbrook Financial Group have currently?

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Chicago Oakbrook Financial Group has approximately 19 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Chicago Oakbrook Financial Group's key employees and leadership?

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As of June 2026, Chicago Oakbrook Financial Group's key employees include:

  • Ceo: Z. W.
  • Paraplanner And Controller: K. J.
  • Service Manager: K. L.
  • Associate Para Planner: D. L.
  • Financial Advisor: J. F.

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