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Making Finance Personal

By Oak Partners Inc

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Description - Mike Barancyk, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member, and a Registered Investment Advisor. Oak Partners and SII are separate companies. Privacy policy may be found at This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. We are registered to offer securities in the following states: AZ, CA, CO, FL, GA, IA, IL, IN, ME, MI, MO, NC, OH, OK, SC, SD, TN, TX, WI. Content is for general purposes only and is not an offer to buy or sell any security. SII does not provide tax or legal advice.

Making Finance Personal
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