North Oaks Financial Group Employee Directory

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.

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

North Oaks Financial Group Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

North Oaks Financial Group's Leadership

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    K. B.
    Owner/Wealth Advisor
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  • Stylized image of a person
    L. S. C. F.
    Owner/Wealth Advisor
    Phone icon
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    L. S.
    Owner / Wealth Advisor
    Phone icon
  • Stylized image of a person
    A. J.
    Director Of Alignment
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    C. C.
    Director Of Portfolio Management
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  • Stylized image of a person
    C. C.
    Administrative Professional
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  • Stylized image of a person
    C. C.
    Wealth Management Associate
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  • Stylized image of a person
    P. O.
    Executive Assistant
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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
    United StatesMinnesota
    Nov 13, 2025
  • Stylized image of a person
    L. S. C. F.
    Owner/Wealth Advisor
    Phone icon
    United StatesMinnesota
    Feb 18, 2026
  • Stylized image of a person
    L. S.
    Owner / Wealth Advisor
    Phone icon
    UNITED STATES
    Jul 07, 2024
  • Stylized image of a person
    A. J.
    Director Of Alignment
    Phone icon
    United StatesMinnesota
    Oct 25, 2025
  • Stylized image of a person
    C. C.
    Director Of Portfolio Management
    Phone icon
    United StatesMinnesota
    Oct 21, 2025
  • Stylized image of a person
    C. C.
    Administrative Professional
    Phone icon
    United StatesMinnesota
    Feb 11, 2026
  • Stylized image of a person
    C. C.
    Wealth Management Associate
    Phone icon
    United StatesMinnesota
    Oct 16, 2024
  • Stylized image of a person
    P. O.
    Executive Assistant
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    A. M.
    Licensed Office Professional
    Phone icon
    United StatesMinnesota
    Aug 07, 2025

Frequently Asked Questions

What is North Oaks Financial Group known for?

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North 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?

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North 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?

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North Oaks Financial Group has approximately 8 employees as of March 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 March 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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