Oak Advisors, LLC (“we”, “us” or “our”) is registered with the U.S. Securities Exchange Commission (“SEC”)
as an investment adviser. Investment advisory services and compensation structures differ from that of a
registered broker-dealer, and it is important that you understand the differences.
Free and simple tools are available to research firms and financial professionals at www.Investor.gov/CRS. The
site also provides educational materials about broker-dealers, investment advisers and investing.
Read more below