Northern Oak Wealth Management Inc

Northern Oak Wealth Management Inc is a Wisconsin-based corporation comprised of six employees with three of them serving in advisory roles. While the number of clients served is undisclosed, this firm was last approved by the U.S. Securities and Exchange Commission in 1976, showcasing their commitment to providing quality service to clients.

• DAVID PAUL BECKER

  DIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICER owns less than 5%

• FIRST MIDWEST BANCORP, INC.

  SHAREHOLDER owns 75% or more

• MARK ROBERT ZELLMER

  DIRECTOR, CHAIRMAN owns less than 5%

• MATTHEW FRANK BAPPERT

  PORTFOLIO MANAGER owns less than 5%

• ROBERT PAUL DIEDRICH

  DIRECTOR owns less than 5%

• RYAN JOSEPH CUSHING

  DIRECTOR AND TREASURER owns less than 5%

• SOKONA BERTRINA SMITH

  CHIEF COMPLIANCE OFFICER owns less than 5%

• STEVEN CHRISTOPHER BABINSKI

  DIRECTOR AND SECRETARY owns less than 5%

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