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Monday 8:30am - 6pm Tuesday 8:30am - 6pm Wednesday 8:30am - 6pm Thursday 8:30am - 6pm Friday 8:30am - 6pm

OakCrest Capital, LLC

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United States
Villa Park, IL
OakCrest Capital, LLC

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At OakCrest Capital, we strive to provide exceptional customer service and to make a difference in the lives of our clients. Nietert.

We strongly believe that building trust and long-term relationships, rather than individual transactions, is essential. OakCrest Capital, LLC is a Chicago-based, full service and independent financial services firm founded by Ryan H. Our vision and focus is to assist individuals, business owners, executives and high net worth families in planning for their financial futures. We partner with clients to develop unique and personalized strategies best suited for their specific needs, goals, resources and objectives. Our personalized strategies allow our clients to have the confidence that their investments will take them beyond the accumulation phase and into retirement.

•Specialties Include:
-Wealth Management
-Investment due diligence, management and portfolio construction
-Retirement Income Planning
-Tax Minimization Strategies
-Estate Planning
-Financial Risk Mitigation
-College Education Preparation
-Life, Disability and Long Term Care consulting
-Corporate benefits – 401k, 403B, Simple IRAs, SEP IRAs and employee benefits
-Foundation Management and Charitable Giving

Registered Representative of and securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and OakCrest Capital, LLC are separate companies and are not affiliated. Full disclosureL https://www.oakcrestllc.com/disclosures/

Ryan Nietert,
Founder
820 West Jackson Boulevard, Suite 805, Chicago, IL 60607
312-525-8793
[email protected]

*Reservations are Required*

11/03/2026

When one stock, business, or other asset makes up a large portion of your net worth, it can create more risk than you realize.

Taking a step back to review your overall exposure can help you determine whether it makes sense to diversify. Taxes, timing, and your long-term goals can all play a role in deciding the right approach.

Our team can help you look at the bigger picture and explore strategies that make sense for you. Connect with us to start the conversation.

10/29/2026

Not everything is quite what it seems, especially around Halloween. 🎃

The same can be true of your wealth plan. Even when everything looks organized and on track, hidden fees, tax exposure, or coverage gaps may be lurking beneath the surface.

A second look can help uncover what you might be missing and give you more confidence in the plan you have in place. Give us a call, and let’s take a closer look.

10/26/2026

October is National Financial Planning Month, a good reminder to check in on your financial plan, especially when markets feel uncertain.

We’re sharing a few simple tips to help you stay focused on steady, thoughtful planning.

Feel free to share with someone who may find these helpful. And if you’d like to talk through your own plan or strategy, give us a call.

10/22/2026

Does your estate plan look like this?

It’s National Estate Planning Awareness Week—a timely reminder that estate planning is an easy, cost-effective way to protect your family and transfer your assets without placing unnecessary burdens on your loved ones 🤝

The time is always right to get started–we’re ready when you are.

09/25/2026

What’s one business decision or initiative you’ve been putting off?

Maybe it’s reviewing a process, updating your pricing, reaching out to a potential partner, or starting a project that keeps getting pushed aside.

Set aside 15 minutes today to write down the decision, the next three steps, and who needs to be involved.

You don’t have to solve everything at once. Just identify the next step.

09/24/2026

When you're running a small business, it's easy to focus on serving clients, managing expenses, and growing revenue. But what about planning for your own future?

The good news is that small business owners have several retirement savings options designed specifically for self-employed individuals and small teams.

As you explore your options, consider:

✅ Setting aside savings on a consistent basis
✅ Taking advantage of potential tax benefits
✅ Choosing a plan that fits your business size and goals
✅ Building a strategy that can grow alongside your business

Whether you're a solo entrepreneur, independent contractor, or small business owner, starting a retirement savings plan today may help create more opportunities for tomorrow.

You've worked hard to build your business. Make sure you're investing in yourself, too.

09/23/2026

Many people create beneficiary designations when they open a retirement account, life insurance policy, or investment account, then rarely look at them again.

However, major life events can change your intentions over time, including:

✅ Marriage or divorce
✅ The birth of a child or grandchild
✅ The loss of a loved one
✅ Changes in your estate planning goals
✅ Retirement or other major life transitions

Keeping your beneficiaries up to date can help ensure your assets are distributed according to your wishes and can help reduce unnecessary complications for your loved ones.

A beneficiary review doesn't take long, but it can be an important part of maintaining your overall financial plan.

09/22/2026

Fall is here, and year-end will be here before we know it.

Have you checked in on your tax picture lately?

This can be a good time to review your withholding, estimated tax payments, charitable giving, capital gains or losses, and retirement contributions with your tax professional.

A September review can help you spot anything that may need attention while there’s still time to plan.

09/21/2026

Many parents want to do everything they can to help their children pay for college. While supporting your child's education is a meaningful goal, it's important not to lose sight of your own retirement plans.

Remember: there are many ways to fund an education, including scholarships, grants, work-study programs, and student loans. There are far fewer options available to fund retirement.

As you plan for both goals, consider:
✅ Prioritizing contributions to retirement accounts
✅ Creating a realistic college savings strategy
✅ Exploring 529 plans and other education savings options
✅ Reviewing your overall financial goals regularly
✅ Striking a balance between supporting your children and protecting your future

Helping your children succeed is important, but so is ensuring your long-term financial security. A well-balanced plan can help you work toward both goals with confidence.

09/17/2026

Social Security is a decision, not just a birthday.

You may be eligible to begin receiving retirement benefits at 62, but that doesn't automatically mean it's the right time to claim.

Before deciding, consider your income needs, health, life expectancy, employment plans, spouse's benefits, taxes, and other retirement assets.

The right claiming age is personal. It should support your broader retirement plan, not simply follow the calendar.

Address

17W220 22nd Street, Oakbrook Terrace
Villa Park, IL
60181

Opening Hours

Monday	8:30am - 6pm
Tuesday	8:30am - 6pm
Wednesday	8:30am - 6pm
Thursday	8:30am - 6pm
Friday	8:30am - 6pm

Telephone

+13125258793

Website

https://www.oakcrestllc.com/

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