What departments does Red Oak Financial, Inc. have?

Red Oak Financial, Inc. has employees across 1 departments including Finance.

What is the largest department at Red Oak Financial, Inc.?

The largest department at Red Oak Financial, Inc. is Finance with 2 employees.

Where are Red Oak Financial, Inc. employees located globally?

Red Oak Financial, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has Red Oak Financial, Inc.'s team size changed over time?

Red Oak Financial, Inc.'s team has remained stable from approximately 4 to 4 employees based on available data.

Red Oak Financial, Inc. Employee Directory

Financial ServicesIllinois, United States2-10 Employees

At Red Oak Financial, we offer independent strategies tailored to specific needs and long-term goals. Our focus is on retirement planning, insurance coverage, estate planning, college planning, tax planning, and charitable gifting. Our mission statement is to provide professional advice from a stewardship perspective to inspire our clients to take action for their financial well-being.

The financial consultants at Red Oak Financial are registered representatives with and securities offered through LPL Financial, Member SIPC sipc.org. 

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial consultants affiliated with Red Oak Financial are registered to do business in the following states: AL, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, SC, TN, TX, VA, WA, & WI.

Find Red Oak Financial, Inc. employees' phone numbers or email addresses

Red Oak Financial, Inc. Global Highlights

North America
5

United States Of America
5

Red Oak Financial, Inc.'s Leadership

B. N.
Owner
Mobile Phone
Email
G. N.
Client Service Manager
Mobile Phone
Email
N. N.
Lpl Financial Advisor
Mobile Phone
Email
S. T.
Lpl Financial Advisor
Mobile Phone
Email

Red Oak Financial, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Red Oak Financial, Inc.

Name

Title

Contact Info

Location

Last Update

B. N.
Owner
Mobile Phone
Email
United StatesIllinois
May 28, 2025
G. N.
Client Service Manager
Mobile Phone
Email
United StatesIllinois
May 22, 2025
N. N.
Lpl Financial Advisor
Mobile Phone
Email
United StatesIllinois
Jun 19, 2025
S. T.
Lpl Financial Advisor
Mobile Phone
Email
United StatesIllinois
Oct 21, 2024

Frequently Asked Questions

What is Red Oak Financial, Inc. known for?

Red Oak Financial, Inc. was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in 303 South Kickapoo Street Lincoln, Illinois 62656 United States. Explore Red Oak Financial, Inc.'s company overview page for more information.

What is Red Oak Financial, Inc.'s most common email format?

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

How many employees does Red Oak Financial, Inc. have currently?

Red Oak Financial, Inc. has approximately 4 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Red Oak Financial, Inc.'s key employees and leadership?

As of January 2026, Red Oak Financial, Inc.'s key employees include:

Owner: B. N.
Client Service Manager: G. N.
Lpl Financial Advisor: N. N.
Lpl Financial Advisor: S. T.

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