Oak Harvest Financial Group logo

Oak Harvest Financial Group Employee Directory

Financial ServicesTexas, United States11-50 Employees

Oak Harvest Financial Group has about 40 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (99%) and Singapore (1%). Banking and Business make up over half of the profiles with a known department. Oak Harvest Financial Group's workforce spans 7 departments.

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

Oak Harvest Financial Group Global Highlights

Location
Employees

North America
93

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  • United States Of America
    93

Asia
1

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  • Singapore
    1

North America accounts for 99% of Oak Harvest Financial Group's workforce, followed by Asia (1%).

Oak Harvest Financial Group's Leadership

  • Vice President Marketing at Oak Harvest Financial Group
    M. S.
    Vice President Marketing
  • Co-Founder And President at Oak Harvest Financial Group
    J. S.
    Co-Founder And President
  • Partner And Wealth Planner at Oak Harvest Financial Group
    B. S.
    Partner And Wealth Planner
  • Owner at Oak Harvest Financial Group
    R. C.
    Owner
  • Senior Financial Advisor at Oak Harvest Financial Group
    R. K.
    Senior Financial Advisor
  • Senior Client Concierge at Oak Harvest Financial Group
    L. K.
    Senior Client Concierge
  • Executive Administrative Assistant at Oak Harvest Financial Group
    B. A.
    Executive Administrative Assistant
  • Position In Client Services at Oak Harvest Financial Group
    S. B.
    Position In Client Services

Oak Harvest Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Business Development
  • Community & Social Services
  • Other
  • Legal

Banking is the largest department at 59% of profiles with a known department, followed by Business (11%) and Community & Social Services (11%).

Contact profiles from Oak Harvest Financial Group

Name
Title
Contact
Location
Last Update
  • Partner And Wealth Planner at Oak Harvest Financial Group
    B. S.
    Partner And Wealth Planner
    Oct 22, 2024
  • Co-Founder And President at Oak Harvest Financial Group
    J. S.
    Co-Founder And President
    Oct 18, 2024
  • Owner at Oak Harvest Financial Group
    R. C.
    Owner
    Oct 17, 2024
  • Vice President Marketing at Oak Harvest Financial Group
    M. S.
    Vice President Marketing
    Aug 20, 2026
  • Senior Financial Advisor at Oak Harvest Financial Group
    R. K.
    Senior Financial Advisor
    Sep 25, 2026
  • Senior Client Concierge at Oak Harvest Financial Group
    L. K.
    Senior Client Concierge
    Oct 23, 2024
  • Executive Administrative Assistant at Oak Harvest Financial Group
    B. A.
    Executive Administrative Assistant
    Sep 04, 2025
  • Position In Client Services at Oak Harvest Financial Group
    S. B.
    Position In Client Services
    Oct 17, 2024
  • Marketing And Client Services at Oak Harvest Financial Group
    T. K.
    Marketing And Client Services
    Oct 16, 2024

Frequently Asked Questions

What are the largest departments at Oak Harvest Financial Group?

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Banking is the largest department at 59% of profiles with a known department, followed by Business (11%) and Community & Social Services (11%). Oak Harvest Financial Group's workforce spans 7 departments.

Where are Oak Harvest Financial Group's employees located?

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Oak Harvest Financial Group has about 40 employees across 2 continents, most of them in North America. North America accounts for 99% of Oak Harvest Financial Group's workforce, followed by Asia (1%). By country, the largest groups are United States Of America (99%) and Singapore (1%).

How many employees does Oak Harvest Financial Group have currently?

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Oak Harvest Financial Group has approximately 40 employees as of October 2026. These team members are located across 2 continents, including North America and Asia.

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

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

  • Vice President Marketing: M. S.
  • Co-Founder And President: J. S.
  • Partner And Wealth Planner: B. S.
  • Owner: R. C.
  • Senior Financial Advisor: R. K.

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

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

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

What is Oak Harvest Financial Group known for?

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Oak Harvest Financial Group was founded in 2008 and operates in the Financial Services industry. You can contact Oak Harvest Financial Group's main corporate office by phone at . Explore Oak Harvest Financial Group's company overview page for more information.

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