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OLD OAK FINANCIAL PLANNING, INC.

BRIGHTON, MI · CRD 122500 · IAPD ↗ · oldoakfinancial.com · 810-220-4400

$160.3MRegulatory AUM
2Advisory reps
2Employees
2Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2024 — OLD OAK FINANCIAL PLANNING, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.