Join Us

We are dedicated to helping advisors build their practice they way that makes the most sense to you over time. Our priority is to provide resources and support to help you obtain your professional and personal goals for you, your practice and your clients.

Independence

You have the ability to advise your clients without any proprietary products. 

Support

We want to help you be successful and support you in developing your unique business model.

Technology

Our back office is here to support you with time-saving technology to run your practice most efficiently. 

Investment Management

We have investment committee and investment management in house for clients so you can focus on client relationship.

Comradery

Through OakCrest and our network, you’ll be connected to advisors with similar goals and objectives.

Virtual Assistant Team

Our virtual assistant team can help with client communication, client management, and reporting and planning tasks. 

Continuity Planning

We help develop a plan in case of an unexpected event such as death or disability for your clients and staff. 

Events for Advisors

We provide weekly calls with our network of advisors to keep updated on compliance and regulatory issues as well as host an annual group event.  

Contact us today to learn more how we can help you grow your practice

GET IN TOUCH:

17W220 22nd St, Suite 300/Box 4
Oakbrook Terrace, IL 60181
312-525-8793
lori.boo@oakcrestllc.com

Copyright © 2022
OakCrest Capital