Oak Partners Inc.

Description

Address: 55 W 94th Pl, Crown Point, IN 46307 Hours: Closed ⋅ Opens 8AM Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 804-0854: : : : : Category: Website: Place name: : Website: http://www.oakpartners.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Oak Partners, Inc. Posting publicly on the Web Write a review Reviews 4 Google reviews

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Oak Partners Inc. Employees

Employee
Years
Job
Industry
Chris Madison Chris Madison Portage, Indiana Details
Chris Madison's Oak Partners Inc. Experience August 2008 - April 2010
Job Territory Manager in Training at InterState Studio & Publishing Co.
Industry Retail
Experience
Inter-State Studio & Publishing Co.   January 2014 - Present
JPMorgan Chase  September 2011 - January 2014
Oak Partners, INC  August 2008 - April 2010
First Midwest Bank  April 2009 - February 2010

Skills
Banking, Credit, Finance, Commercial Banking, Credit Analysis, Loans, Direct Sales, Management, Sales Management, Strategic Planning, Team Building

Education
Purdue University Calumet   2006 — 2010
Bachelors of Science, Finance

Curt Magurean Curt Magurean Crown Point, Indiana Details
Curt Magurean's Oak Partners Inc. Experience July 2014 - Present
Job Wealth Advisor at Oak Partners Inc.
Industry Financial Services
Experience
Oak Partners Inc.   July 2014 - Present
Oak Partners Inc.   October 2013 - July 2014
American Trust Investment Services   January 2012 - September 2013
Navisis Financial  November 2009 - January 2012

Skills
Investments, Wealth Management, Mutual Funds, Diversification, Financial Markets, Account Management, Cold Calling, Technical Analysis, Financial Risk..., Equity Trading, Prospecting New Clients, Maintaining Strong...

Education
Indiana University Bloomington   2005 — 2012

crown point high school

crown point high school

crown point high school

Jason Urbaniak Jason Urbaniak Valparaiso, Indiana Details
Jason Urbaniak's Oak Partners Inc. Experience April 2001 - Present
Job Managing Partner at Oak Partners Inc.
Industry Financial Services
Experience
Oak Partners Inc.   April 2001 - Present

Education
Andrean High School   1988 — 1991

Purdue University

Brianna Ruiz Brianna Ruiz Indianapolis, Indiana Area Details
Brianna Ruiz's Oak Partners Inc. Experience August 2012 - June 2014
Job Marketing & Media Intern at Purdue CCO | President of AAF Purdue | Advertising, Content & Strategy Lover
Industry Marketing and Advertising
Experience
Purdue Center for Career Opportunities  July 2014 - Present
American Advertising Federation  May 2014 - Present
Dearing Group  May 2015 - August 2015
Oak Partners Inc.   August 2012 - June 2014
Right Hat  March 2014 - May 2014
National Student Advertising Competition 2014   September 2013 - April 2014
Michiana Family Magazines   2013 - 2013
Purdue Research Park Entrepreneurship Academy   2013 - 2013

Skills
Advertising, Adobe Creative Suite, Graphic Design, Facebook, Social Media Marketing, Social Media, Visual Communication, Illustrator, InDesign, Layout, Photoshop, Mac, Posters, Brochures, Creative Strategy, Pinterest, Typography, Fashion, Creative Direction, Time Management, Leadership, Event Planning, Teamwork

Education
Purdue University   2012 — 2016
Bachelor of Arts (B.A.), Design and Visual Communications, General

Danish Institute for Study Abroad   2014 — 2014
Graphic Design Studio, Graphic Design

Stacey Fargo Stacey Fargo Greater Chicago Area Details
Stacey Fargo's Oak Partners Inc. Experience January 2014 - Present
Job Retirement & Wealth Financial Advisor at Oak Partners Inc.
Industry Financial Services
Experience
Oak Partners Inc.   January 2014 - Present
PricewaterhouseCoopers  July 2011 - January 2014
PricewaterhouseCoopers LLP  July 2007 - July 2011
PricewaterhouseCoopers LLP  August 2004 - June 2007

Education
Indiana University - Kelley School of Business   1999 — 2003
Bachelor's degree, Accounting and Business/Management

Boone Grove High School   1995 — 1999

Dani (Carter) Iddins Dani (Carter) Iddins Greater Chicago Area Details
Dani (Carter) Iddins's Oak Partners Inc. Experience May 2010 - July 2011
Job Dance Instructor/Choreographer
Industry Performing Arts
Experience
Mirror Image Dance Boutique   October 2012 - Present
Mirror Image Dance Academy   January 2007 - Present
H&R Block  December 2012 - April 2013
Hammond Academy for the Performing Arts   August 2011 - August 2012
Oak Partners Inc.   May 2010 - July 2011
Mario Tricoci Hair Salon and Day Spa  June 2006 - August 2006

Skills
Microsoft Office 2003, Microsoft Office 2007, Microsoft Office 2010, Web Design, Ballet, Tap Dance, Modern Dance, Theatrical Production, Audio Editing, Typing, Composition, Choreography, English Literature, English grammar, Gender Studies, Tap, Performing Arts, Jazz, Stage

Education
Thomas Jefferson School of Law   2008 — 2009
Juris Doctor, Law

Valparaiso University   2007 — 2008
Graduate, Liberal Studies in English

Valparaiso University   2002 — 2006
Undergraduate, English

Marian Catholic High School   1998 — 2002
High School Diploma, Regular/General High School/Secondary Diploma Program

F. Marc Ruiz F. Marc Ruiz Greater Chicago Area Details
F. Marc Ruiz's Oak Partners Inc. Experience December 1993 - Present
Job Investment Principal at Oak Partners Inc.
Industry Investment Management
Experience
Oak Partners Inc.   December 1993 - Present

Education
Purdue University

Fred Ruiz Fred Ruiz Greater Chicago Area Details
Fred Ruiz's Oak Partners Inc. Experience December 1993 - Present
Job Financial Advisor at Oak Partners, Inc
Industry Investment Management
Experience
Oak Partners, Inc  December 1993 - Present
Oak Partners Inc.   December 1985 - April 2015

Skills
Investments, Retirement Planning, Public Speaking, Finance, Leadership, New Business Development, Strategic Planning, Marketing

Education
American College   1982 — 1988
Chartered Financial Consultant, Wealth Management

The American College   1978 — 1982
CLU, CHfC, Finance and Financial Management Services

Indiana University-Northwest   1970 — 1973
English, Literature

Lake Central High School   1966 — 1969
Academic, English, Mathematics, Literature

Brianna Ruiz Brianna Ruiz Elkhart, Indiana Area Details
Brianna Ruiz's Oak Partners Inc. Experience May 2010 - August 2012
Job
Industry Design
Experience
Oak Partners Inc.   May 2010 - August 2012
Das Dutchman Essenhaus  November 2010 - February 2012

Education
Purdue University   2012 — 2016

Northridge High School   2008 — 2012
Core 40 Academic Honors

Adam Sipes Adam Sipes Valparaiso, Indiana Details
Adam Sipes's Oak Partners Inc. Experience June 2015 - July 2015
Job Attends Purdue University
Industry Consumer Services
Experience
Oak Partners Inc.   June 2015 - July 2015

Skills
Teamwork, Social Skills, Enthusiast, Determination, Group Work, Team Leadership, Sales Operations, Personal Finance, Growth Investing, Principal Investing, Retirement Planning, Retirement Income...

Education
Purdue University   2011 — 2016
Bachelor's Degree, Selling and Sales Management