Patrick M. Strausbaugh

OAK INVESTMENTS

ROCHESTER, MI 48307

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CRD#: 4405594

Professional summary

Patrick Michael Strausbaugh is a registered financial advisor currently at OAK INVESTMENTS, LLC located in Rochester, Michigan.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Patrick has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Michael Strausbaugh's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 19, 2025 - Present

OAK INVESTMENTS, LLC

Office #1: 800 W. University Drive Suite B, Rochester, MI 48307

RIA

CRD#: 331923

ROCHESTER, MI

Past

June 24, 2004 - June 27, 2005

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

February 5, 2003 - July 8, 2004

HOCHMAN & BAKER SECURITIES, INC.

CRD#: 19949

STAMFORD, CT

Past

November 30, 2001 - January 29, 2003

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

July 6, 2001 - August 1, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 6, 2001 - August 1, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(8/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/19/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/12/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/5/2001

General Securities Representative Examination

Current Firm

OAK INVESTMENTS, LLC

OAK INVESTMENTS, LLC | OAK PROFESSIONAL SERVICES, LLC

CRD#: 331923 / SEC#:

Michigan

Registered Investment Advisory firm - (6/4/2025 Approved)

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Contact information

Main Address

800 W. University Drive Suite B, Rochester, MI 48307

Mailing Address

Phone number

(248) 242-7101

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Patrick M. Strausbaugh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Michael Strausbaugh's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAK INVESTMENTS, LLC

PRUCO SECURITIES, LLC.

HOCHMAN & BAKER SECURITIES, INC.

PRUCO SECURITIES, LLC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/19/2025

Series 63

Date: 7/12/2001

Series 7

Date: 7/5/2001

Current Firm

OAK INVESTMENTS, LLC

Contact information

Documents

Red Flags

Company Information

OAK INVESTMENTS, LLC

TRUST BUT VERIFY

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