John Oakes

John Oakes Email and Phone Number

Principal at Financial Search and Consulting, LLC @
John Oakes's Location
Minneapolis, Minnesota, United States, United States
John Oakes's Contact Details
About John Oakes

Find the right broker/dealer, RIA, or clearing platform that will improve services for brokers and advisors to build their businesses. There are new "hybrid" combinations of business that can't be ignored.

John Oakes's Current Company Details
Financial Search and Consulting, LLC

Financial Search And Consulting, Llc

Principal at Financial Search and Consulting, LLC
John Oakes Work Experience Details
  • Financial Search And Consulting, Llc
    Principal
    Financial Search And Consulting, Llc Jul 2013 - Present
    Nationwide
    Consulting and Recruiting
  • Rivernorth Mutual Funds
    Director
    Rivernorth Mutual Funds Jan 2012 - Present
    Chicago
    Independent member of the Board of Directors.
  • Securities America, Inc.
    Regional Vice President
    Securities America, Inc. Jan 2008 - Jun 2013
    Retired. Responsible for recruiting talented advisors and making strategic acquisitions of broker/dealers to Securities America.
  • Utopia Funds
    Chairman Of The Board
    Utopia Funds 2006 - 2008
    Lead independent director
  • First Allied Securities
    Recruiter
    First Allied Securities 2006 - 2008
    Regional manager
    View
  • Wells Fargo
    Regional Managing Director
    Wells Fargo Jan 2000 - Dec 2003
    Minneapolis, Mn
    Managed five states for Private Client Services
    View
  • Prudential Securities
    First Vice Presidnt
    Prudential Securities Apr 1972 - Dec 1999
    A long time there. Quite a ride. Manager in a lot of offices, where I made some of my best friends. Ran the training and development programs for brokers and managers.
    View

John Oakes Skills

Asset Allocation Retirement Planning Financial Services Financial Advisory Management Recruiting Leadership Development Investment Advisory Mergers 401k Mergers And Acquisitions Investments Investment Management Securities Series 7 Mutual Funds Sales Series 63 Wealth Management Alternative Investments Retirement Employee Training Finra Banking Financial Recruiting Etfs Investment Strategies Series 24 Investment Banking Fixed Annuities Asset Management Relationship Management Portfolio Management Wealth Management Services Equities

John Oakes Education Details

Frequently Asked Questions about John Oakes

What company does John Oakes work for?

John Oakes works for Financial Search And Consulting, Llc

What is John Oakes's role at the current company?

John Oakes's current role is Principal at Financial Search and Consulting, LLC.

What is John Oakes's email address?

John Oakes's email address is oa****@****ies.com

What is John Oakes's direct phone number?

John Oakes's direct phone number is +161230*****

What schools did John Oakes attend?

John Oakes attended Securities Industry Institute, Wharton School Of Business, University Of Pittsburgh, The Peddie School.

What are some of John Oakes's interests?

John Oakes has interest in Health.

What skills is John Oakes known for?

John Oakes has skills like Asset Allocation, Retirement Planning, Financial Services, Financial Advisory, Management, Recruiting, Leadership Development, Investment Advisory, Mergers, 401k, Mergers And Acquisitions, Investments.

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