Disclosures
Notice Regarding Privacy or Personal Information
 
Old Oak Advisors, LLC collects nonpublic personal information about our clients from the following sources:
  • Information on applications or other forms, such as name, address, age, bank account information, and social security number as needed to prepare account paperwork; and
  • Information voluntarily provided by our clients, and prospects, communicating their goals and wishes, either financially or otherwise.
We do not disclose nonpublic personal information about our former, present, or prospective clients to third parties except where required to open accounts for such clients and as required by law.  

Online Privacy
 
When you interact with us through our website, we manage nonpublic personal information in accordance with the privacy notice above, but please be advised that communications through our website, including email, may not be confidential and transmittal of such information is at your own risk.

Also, be advised that this website is "Powered by Google Sites" and you should be aware that the use of cookies and similar technologies, including Google Analytics, may be used to support the operation of our website.  You can refuse or delete cookies in your browser's management settings.