NORTHERN OAK WEALTH Overview

Northern Oak Wealth Management Inc is an investment advisor that manages 603.1 MM dollars in regulatory AUM and has 9 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 461MM in positions, representing 76% of the manager's regulatory AUM.

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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Dividend Yield Sales Growth Earnings Growth
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

NORTHERN OAK WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVW 6.21% ETF -1.09% -0.2% 0 2%
IVE 4.08% ETF 5.45% 0.13% 0 3%
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NORTHERN OAK WEALTH Founders and Key Employees

Name Title In Position Since
Mark R. Zellmer Director, Chairman April-2000
David P. Becker Director, President, Chief Investment Officer, Secretary, Treasurer, Chief Compliance Officer April-2001
Lynn Vorbeck Vice President June-2007
David J. Szatkowski Senior Vice President March-2008
Marc K. Wojcik Vice President July-2012

NORTHERN OAK WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

NORTHERN OAK WEALTH Investment Strategy

Item 8 – Methods of Analysis, Investment Strategies, and Risk of Loss

NOWM measures a client’s goals, risk tolerance, and time horizon through an interview process in an effort to determine a plan/portfolio to best fit the client’s profile resulting in the previously defined IPS. Investment strategies may be based upon a number of concepts and determined by the type of investor. Investment strategies may include long-term and short-term purchases depending upon the individual needs of the client. Since NOWM believes that risk tolerance is a key element to long-term investment success, asset allocation principles are a key part of NOWM’s overall approach in preparing advice for clients. The concept of asset allocation, or spreading investments among a number of asset classes (domestic stocks vs. foreign stocks; large cap stocks vs. small cap stocks; corporate bonds vs. government securities) is generally in the forefront of NOWM’s strategies. Asset allocation se...
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NORTHERN OAK WEALTH Portfolio Concentration

NORTHERN OAK WEALTH Location

555 E. WELLS STREET, SUITE 1625
MILWAUKEE, Wisconsin
UNITED STATES, 53202

NORTHERN OAK WEALTH Contact Information

Phone Number: 414-278-0590
Fax Number: 414-278-1294
Website:

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