Welcome to the

Oaktree Financial Advisors, Inc.

website

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Oaktree Financial Advisors, Inc.

12900 N. Meridian Street

Suite 130

Carmel, IN  46032

317-818-1631

1-877-901-1631 toll-free

 

 

Securities and investment
advisory services offered
through InterSecurities, Inc. (ISI),

member FINRA, SIPC, and
Registered Investment Advisor.

 

Non-securities related products and services are not offered through ISI.  ISI and Oaktree Financial Advisors, Inc. are not affiliated.

 

 

 

 

 

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access to individuals residing in states where we are currently registered. In order to comply with this requirement, please click on the button below to confirm that you are a resident of one of the following states.


We are licensed in the following states:

Arizona, Arkansas, California, Colorado, Florida,  Georgia, Illinois,

 Indiana, New Hampshire, Minnesota, Ohio, Pennsylvania

 

Yes, I am a resident of one of the above states

 

No, I am not a resident of one of the above states