CRD: 122500
OLD OAK Financial Planning, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Optima optima
- Established Date
- 03-25-1996
- Office Locations
- 1
Office Locations
About OLD OAK Financial Planning, Inc.
Old Oak Financial Planning, Inc. is an independent RIA based in Brighton, Michigan, registered to do business in MI, FL and TX. The firm delivers financial planning and portfolio construction, including tax, estate and business-succession planning, and can provide insurance solutions (licensed in MI). Portfolios emphasize active management and asset allocation using mutual funds and ETFs, with Charles Schwab as custodian.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARK EDWARD GARBACIK
Chief Compliance Officer, President, Wealth Manager
- CRD
- #1522425
- Ownership
- 75% or more
Stacy Ray Starr
Registered Investment Advisor
- CRD
- #7613829
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,994,158 | $258,131 |
| Non-Discretionary | $57,299,658 | $225,589 |
| Total | $160,293,816 | $245,473 |
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Separately Managed Accounts
Total SMA Asset: $160,293,816
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $471,047,137 | 12.4% |
| Cash | $873,716,465 | 23.0% |
| Equity - OTC | $1,394,147,576 | 36.7% |
| Equity - Exchange | $1,059,856,059 | 27.9% |
| Total | $3,798,767,237 | 100.0% |