Black Oak Securities, Inc. is an independent broker-dealer registered with the Securities and Exchange Commission (SEC) and a member of the Financial Industry Regulatory Authority (FINRA). With over 28 years of experience, they specialize in mutual funds and variable annuities, offering a range of investment options to help clients achieve their financial goals. Committed to integrity and loyalty, their team of licensed professionals provides personalized recommendations and works diligently on behalf of their clients to create portfolios that align with their investment objectives.
Led by President and Chief Compliance Officer Dwan N. Gross, Black Oak Securities, Inc. prides itself on its honest, ethical, and trustworthy approach. With a team of qualified experts, including registered representatives and supervisory principals, they are dedicated to acting with integrity and providing timely and reliable service. Their account recommendations cover various types, including Traditional and Roth IRAs, UGMA and UTMA accounts, individual and joint accounts, rollovers, and workplace retirement accounts, ensuring a comprehensive approach to meet the diverse needs of their clients.
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