Connor
Oak
Intrua Financial
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About this Advisor
Connor Oak is a financial advisor based in Minneapolis, Minnesota, working with Intrua Financial. Connor has previously held positions at Tom Oak Masonry, Gustavus Adolphus, Genz Associates, Minnesota Water Sports, Craig-Hallum Group, and Work Optional Inc. Connor has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Connor is part of Intrua Financial, which operates out of Minneapolis, Minnesota. The firm has 10 offices and 52 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Intrua Financial includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Intrua Financial Brokerage Details
$1,656,524,869
52
7,354
$225,255
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Connor Oak Work History
Work Optional Inc
Craig-Hallum Group
Genz Associates
Minnesota Water Sports
Gustavus Adolphus
Tom Oak Masonry
Disclosures
Please visit the SEC profile of Connor Oak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
