Oaktree Financial Advisors
Financial Services • 
Carmel, Indiana, United States • 1-10 Employees
Company overview
| Headquarters | Carmel, Indiana, United States |
| Phone number | +13178181639 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2000 |
| Employees | 1-10 |
| Socials |
Key Contacts at Oaktree Financial Advisors
Ed Snyder
Co-Founder, President
Chris Baker
Owner
Oaktree Financial Advisors Email Formats
Oaktree Financial Advisors uses 2 email formats. The most common is {first name} (e.g., john@oaktreeadvisors.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@oaktreeadvisors.com | 75% |
{first initial} | j@oaktreeadvisors.com | 25% |
About Oaktree Financial Advisors
Oaktree Financial Advisors is an independent financial planning firm specializing in helping Eli Lilly employees. We help Lilly employees like you with your financial questions, relieving your stress around money. Many advisors are generalists. We are specialists. Over 60% of our clients are current or former Lilly employees. We are working with Lilly employees like you every day on financial issues that are important to them. We’re not going to sell you products or do transactional business. Our advisors are CERTIFIED FINANCIAL PLANNER® professionals and act as fiduciaries, keeping your best interests above all else when making recommendations. Our LEAP (Lilly Employee Analysis & Plan) integrates your Lilly benefits into your personal finances for a plan that makes sure you are on track towards your financial goals. Our advisors are highly experienced CERTIFIED FINANCIAL PLANNER® professionals. In an increasingly complex financial world, working with a qualified professional is essential. As an independent, privately-owned and operated firm, we have no quotas to meet or proprietary products to sell. We’re free to provide independent, objective advice based on your unique desires and goals. We’d love to talk with you. Contact us today to learn more at 877-901-1631. Oaktree Financial Advisors, Inc. is not affiliated with or endorsed by Eli Lilly Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the United States. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Oaktree Financial Advisors revenue & valuation
| Annual revenue | $11,498 |
| Revenue per employee | $2,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $36,793 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Oaktree Financial Advisors has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Oaktree Financial Advisors has never raised funding before.
Oaktree Financial Advisors Tech Stack
Discover the technologies and tools that power Oaktree Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Search engines
Security
Maps
JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
Appointment scheduling
Analytics
Analytics
Italy
Canada
India
Frequently asked questions
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