We provide guidance to align your values and finances, giving you the freedom to think beyond your money. North Oaks Group
Keith Berg, Wealth Advisor
Designations: CFP®, FIC
Licensed to do business in AZ, CO, IA, MN, MT, ND, NE, NJ, WA, and WI. Luke Schneider, Wealth Advisor
Designations: CFP®, FIC
Licensed to do business in AZ, CO, IA, MN, ND, NE, NJ, WA, and WI. Mark Chamoun, Associate Advisor
Designations: CSLP®
Licensed to do business in MN
North Oaks Financial Group may utilize third-party websites, including social media websites, blogs, and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and North Oaks Financial Group are not affiliated companies. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
