Unclaimed Profile

John Mccreary Susin

RED OAK CAPITAL MANAGEMENT, INC.·OAK BROOK, Illinois

RED OAK CAPITAL MANAGEMENT, INC.

1415 W 22ND STREET, OAK BROOK, IL 60523CRD# 5345537Firm CRD# 284188

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Mccreary Susin · OAK BROOK, IL

Registration

CRD #5345537 · RED OAK CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

John Mccreary Susin is a registered financial advisor based in OAK BROOK, Illinois, affiliated with RED OAK CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

RED OAK CAPITAL MANAGEMENT, INC.

AUM

$85M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RED OAK CAPITAL MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Commissions

Regulatory

SEC/IARD CRD# 5345537

Firm CRD# 284188

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Mccreary Susin offer?

John Mccreary Susin specializes in Financial Planning, Investment Management. Contact their office in OAK BROOK, Illinois for a consultation.

What are John Mccreary Susin's credentials?

John Mccreary Susin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Mccreary Susin located?

John Mccreary Susin is based in OAK BROOK, Illinois, working with RED OAK CAPITAL MANAGEMENT, INC.. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.

How does John Mccreary Susin charge for services?

John Mccreary Susin's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RED OAK CAPITAL MANAGEMENT, INC.?

RED OAK CAPITAL MANAGEMENT, INC. has approximately 10 employees and manages $85M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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