President, CIO, CEO & Owner · Oak Financial Group Inc
Neil D. Hackman
CRD 1104206 · Named on Form ADV at one SEC-registered adviser
At a glance
Oak Financial Group Inc, an SEC-registered wealth manager with $177 million in regulatory assets, lists Neil D. Hackman on its Form ADV as President, CIO, CEO & Owner, a control person.
Firms and roles
- Oak Financial Group IncPresident, CIO, CEO & OwnerWealth manager · United States · $177M in regulatory assets
AtlasMembers
Neil’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Merryl HackmanSecretary, Oak Financial Group Inc
- Korinne P. MurphyChief Operations Officer & Chief Compliance Officer, Oak Financial Group Inc
- Kyra E. PalmerCo-Chief Investment Officer, Oak Financial Group Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Neil’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.