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About us

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Wealth & Retirement Planning
Welcome to Oak Partners, Inc. where we strive to be your most trusted advisor through our professional knowledge, our integrity and our total commitment to service.

At Oak Partners, we provide comprehensive investment consulting services with the goal of increasing our clients' wealth and protecting their financial future through professional guidance and a personalized investment strategy. We believe that investing in today's markets requires discipline, knowledge, and professional experience, and our clients trust us to deliver prudent advice and help maximize their returns.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

We are registered to offer securities in the following states: AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, NC, NE, NM, NV, OH, OK, PA, SC, TN, TX, VA, WA, WI

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.


Securities and advisory services offered through SII Investments, Inc., member FINRA, SIPC and a Registered Investment Advisor. SII and Oak Partners are separate companies. SII does not provide tax advice.

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Oak Partners Show Gratitude for Clients This Holiday Season with Clien...
As the sun set on Thursday evening, Oak Partners hosted their clients at the Gamba Ristorante in Merrillville for a cocktail hour and dinner to celebrate the s...
Marc Ruiz of Oak Partners, Mind on Money:...
Twas the Thursday before Christmas and I was finally able to schedule one of the more gratifying new client meetings of my career.
Oak Partners Makes the Wishes of 103 Children Come True
Oak Partners were lucky enough to receive a list of the children's wishes this year from the children of the Carmelite Home. This year the Angel Tree from the C...