Insights

Niche Market Focus North Oaks Financial Group specializes in personalized financial guidance balancing clients' values and finances, presenting an opportunity to offer tailored digital tools and CRM integrations that enhance client engagement and service delivery.

Size and Growth Potential With a small team of 2-10 employees and revenue between 1 and 10 million dollars, there is significant potential to introduce scalable technology solutions that support growth while maintaining personalized service standards.

Regulatory Engagement Their active compliance with securities regulations and affiliation with reputable entities like the CFP Board suggest an openness to compliance-driven solutions, including secure client communication platforms and regulatory reporting tools.

Technology Stack Utilization of diverse web and security technologies indicates a tech-savvy environment receptive to advanced digital marketing, automation, and analytics tools to increase operational efficiency and client acquisition.

Competitor Benchmarking Operating in a market with large competitors like Charles Schwab and Fidelity highlights an opportunity to differentiate through innovative fintech integrations, enhanced client education platforms, and personalized financial planning solutions.

North Oaks Financial Group Tech Stack

North Oaks Financial Group uses 8 technology products and services including Google Fonts API, Font Awesome, DocuSign, and more. Explore North Oaks Financial Group's tech stack below.

  • Google Fonts API
    Font Scripts
  • Font Awesome
    Font Scripts
  • DocuSign
    Miscellaneous
  • Priority Hints
    Performance
  • X-XSS-Protection
    Security
  • Google Tag Manager
    Tag Management
  • Gravity Forms
    Web Platform Extensions
  • Popup Maker
    Web Platform Extensions

Media & News

North Oaks Financial Group's Email Address Formats

North Oaks Financial Group uses at least 1 format(s):
North Oaks Financial Group Email FormatsExamplePercentage
First@northoaksfinancial.comJohn@northoaksfinancial.com
50%
First@northoaksfinancial.comJohn@northoaksfinancial.com
50%

Frequently Asked Questions

Where is North Oaks Financial Group's headquarters located?

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North Oaks Financial Group's main headquarters is located at 200 Village Center Drive North Oaks, Minnesota 55127 United States. The company has employees across 1 continents, including North America.

What is North Oaks Financial Group's official website and social media links?

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North Oaks Financial Group's official website is northoaksfinancial.com and has social profiles on LinkedIn.

What is North Oaks Financial Group's NAICS code?

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North Oaks Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does North Oaks Financial Group have currently?

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As of March 2026, North Oaks Financial Group has approximately 8 employees across 1 continents, including North America. Key team members include Owner/Wealth Advisor: K. B.Owner/Wealth Advisor: L. S. C. F.Owner / Wealth Advisor: L. S.. Explore North Oaks Financial Group's employee directory with LeadIQ.

What industry does North Oaks Financial Group belong to?

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North Oaks Financial Group operates in the Financial Services industry.

What technology does North Oaks Financial Group use?

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North Oaks Financial Group's tech stack includes Google Fonts APIFont AwesomeDocuSignPriority HintsX-XSS-ProtectionGoogle Tag ManagerGravity FormsPopup Maker.

What is North Oaks Financial Group's email format?

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North Oaks Financial Group's email format typically follows the pattern of First@northoaksfinancial.com. Find more North Oaks Financial Group email formats with LeadIQ.

When was North Oaks Financial Group founded?

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North Oaks Financial Group was founded in 2012.

North Oaks Financial Group

Financial ServicesMinnesota, United States2-10 Employees

Any financial advisor can get you to think about your money. We provide guidance to align your values and finances, giving you the freedom to think beyond your money.


North Oaks Financial Group may utilize third-party websites, including social media websites, blogs, and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by Thrivent Advisor Network or the securities regulators.  
 
Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. North Oaks Financial Group and Thrivent Advisor Network, LLC are not affiliated companies.

Securities offered through Purshe Kaplan Sterling Investments(“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and North Oaks Financial Group are not affiliated companies.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Section iconCompany Overview

Headquarters
200 Village Center Drive North Oaks, Minnesota 55127 United States
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    North Oaks Financial Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    North Oaks Financial Group's revenue is estimated to be in the range of $1M$10M

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