For the convenience of our current and prospective clients, we post current versions of Form ADV Part 2 and Form ADV Part 3 on our website. These forms contain information about our advisers, services, fees, investment strategies and current business practices.
Northern Oak Wealth Management, Inc. (“NOWM”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). As an SEC registered investment adviser, NOWM is required to maintain and update Form ADV annually.
As a matter of convenience to both the clients and prospective clients, NOWM is posting current versions of Form ADV Part II on this website, in a printable PDF format.