Oak Harvest Financial Group Employee Directory

Q: What is Oak Harvest Financial Group known for?

Oak Harvest Financial Group was founded in 2008. Oak Harvest Financial Group operates in the Financial Services industry.

Q: How many employees does Oak Harvest Financial Group have currently?

Oak Harvest Financial Group has approximately 41 employees.

Financial ServicesTexas, United States11-50 Employees

Oak Harvest Financial Group provides investment and insurance services to retired and pre-retirement individuals.

Our core investment philosophies revolve around dividend-growth stocks, individual bonds and various insurance services focused on providing guaranteed lifetime income, financing long term care needs and transferring wealth to future generations and charity. 

Oak Harvest works solely with people in or approaching retirement and provides a transparent, fee-based approach to retirement income planning and wealth preservation and growth. 

Investments provided through Oak Harvest Investment Services, LLC. Insurance provided by Oak Harvest Insurance Services, LLC. Investing involves risk including the possible loss or principal. Past performance isn't indicative of future results. 



.

Find Oak Harvest Financial Group employees' phone numbers or email addresses

Oak Harvest Financial Group Global Highlights

North America
93

United States Of America
93

Oak Harvest Financial Group's Leadership

K. M.
Ceo And Founder
Mobile Phone
Email
T. S.
Ceo
Mobile Phone
Email
C. P.
Chief Investment Officer
Mobile Phone
Email
C. N. K.
Chief Compliance Officer
Mobile Phone
Email
N. K.
Chief Compliance Officer
Mobile Phone
Email
T. C.
Chief Financial Analyst
Mobile Phone
Email
C. A.
Vice President Operations
Mobile Phone
Email
E. P. F. S.
President
Mobile Phone
Email

Oak Harvest Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Business Development
Community & Social Services
Other

Contact profiles from Oak Harvest Financial Group

Name

Title

Contact Info

Location

Last Update

K. M.
Ceo And Founder
Mobile Phone
Email
United StatesVirginia
Jan 17, 2026
C. P.
Chief Investment Officer
Mobile Phone
Email
United StatesTexas
Nov 14, 2025
J. C.
Co-Founder & President
Mobile Phone
Email
United StatesMississippi
Jul 15, 2025
T. S.
Ceo
Mobile Phone
Email
United StatesTexas
Nov 17, 2025
C. N. K.
Chief Compliance Officer
Mobile Phone
Email
United StatesMississippi
Oct 14, 2025
S. W.
Co-Founder/Ceo
Mobile Phone
Email
United StatesTexas
Nov 17, 2025
N. K.
Chief Compliance Officer
Mobile Phone
Email
United StatesTexas
Oct 14, 2025
B. S.
Partner And Wealth Planner
Mobile Phone
Email
Oct 22, 2024
B. S. C.
Partner
Mobile Phone
Email
United StatesMinnesota
J. S.
Co-Founder And President
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Oak Harvest Financial Group known for?

Oak Harvest Financial Group was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 920 Memorial City Way Suite 150 Houston, Texas 77024 United States; you can contact the main corporate office by phone at

+1-281-973-****

. Explore Oak Harvest Financial Group's company overview page for more information.

What is Oak Harvest Financial Group's most common email format?

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

How many employees does Oak Harvest Financial Group have currently?

Oak Harvest Financial Group has approximately 41 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Oak Harvest Financial Group's key employees and leadership?

As of February 2026, Oak Harvest Financial Group's key employees include:

Ceo And Founder: K. M.
Ceo: T. S.
Chief Investment Officer: C. P.
Chief Compliance Officer: C. N. K.
Chief Compliance Officer: N. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking