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 06/30/21. The fund's latest filing disclosed 827MM in positions, representing 137% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 827MM in positions, representing 137% of the manager's regulatory AUM.
NORTHERN OAK WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NORTHERN OAK WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVW | 5.37% | ETF | 8.16% | 0.09% | 0 | 2% | ||
| IVE | 4.25% | ETF | 4.08% | -0.09% | 0 | 2% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
NORTHERN OAK WEALTH Portfolio Concentration
NORTHERN OAK WEALTH Location
555 E. WELLS STREET, SUITE 1625
MILWAUKEE, Wisconsin
UNITED STATES, 53202
MILWAUKEE, Wisconsin
UNITED STATES, 53202
NORTHERN OAK WEALTH Contact Information
Phone Number: 414-278-0590
Fax Number: 414-278-1294
Website: http://www.northern-oak.com
Fax Number: 414-278-1294
Website: http://www.northern-oak.com
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