What departments does SkyOak have?

SkyOak has employees across 2 departments including Operations, Finance.

What is the largest department at SkyOak?

The largest department at SkyOak is Operations with 1 employees.

Where are SkyOak employees located globally?

SkyOak has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has SkyOak's team size changed over time?

SkyOak's team has decreased from approximately 9 to 7 employees based on available data.

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SkyOak Employee Directory

Financial ServicesNevada, United States11-50 Employees

SkyOak is a team of independent fiduciary financial advisors serving the Las Vegas, San Francisco Bay Area, Scottsdale, AZ,  and the Pacific Northwest. We are  CFPs (Certified Financial Planner), MBAs (Masters of Business Administration), and Fiduciaries. Further, SkyOak is an RIA (Registered Investment Advisor). Being independent also allows us to find an investment that is best for the client.

Find SkyOak employees' phone numbers or email addresses

SkyOak Global Highlights

North America
11

United States Of America
11

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

SkyOak's Leadership

A. Z.
Chief Compliance Officer
Mobile Phone
Email
L. P.
Vice President Of Operations
Mobile Phone
Email
K. B.
Partner
Mobile Phone
Email
T. R.
Director Of IRA Services
Mobile Phone
Email
A. K.
Accounting Manager
Mobile Phone
Email
D. R.
Financial Planning Advisor
Mobile Phone
Email

SkyOak Employee Metrics

100%

50%

2026

2025

Banking
Legal
Accounting
Administrative
Analytics
Other
Business

Contact profiles from SkyOak

Name

Title

Contact Info

Location

Last Update

A. Z.
Chief Compliance Officer
Mobile Phone
Email
Apr 30, 2025
K. B.
Partner
Mobile Phone
Email
Oct 22, 2024
L. P.
Vice President Of Operations
Mobile Phone
Email
Oct 22, 2024
T. R.
Director Of IRA Services
Mobile Phone
Email
United StatesOregon
Jul 28, 2024
A. K.
Accounting Manager
Mobile Phone
Email
Oct 16, 2024
D. R.
Financial Planning Advisor
Mobile Phone
Email
United StatesOregon
Feb 18, 2026

Frequently Asked Questions

What is SkyOak known for?

SkyOak was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 8845 West Flamingo Road Suite 110 Las Vegas, Nevada 89147 United States; you can contact the main corporate office by phone at

+1-800-971-****

. Explore SkyOak's company overview page for more information.

What is SkyOak's most common email format?

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

How many employees does SkyOak have currently?

SkyOak has approximately 11 employees as of March 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are SkyOak's key employees and leadership?

As of March 2026, SkyOak's key employees include:

Chief Compliance Officer: A. Z.
Vice President Of Operations: L. P.
Partner: K. B.
Director Of IRA Services: T. R.
Accounting Manager: A. K.

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