OLD OAK FINANCIAL PLANNING, INC.
SEC file number 801-67390
· BRIGHTON, MI
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$52.7M
Discretionary AUM
$28.9M
Employees
—
Clients
230
Firm
- Address
- 7077 FIELDCREST DR.
BRIGHTON, MI 48116 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Live Oak Financial LLC Medium name-match confidence · CIK 2069448