Jacob I. Milder
OAK STREET INVESTMENTS
Greenwood Village, CO 80111
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CRD#: 5035033
Professional summary
Jacob Ira Milder, CFP®, ChFC®, who also goes by Jacob I Milder, Jacob I. Milder, Jake Milder, is a registered financial advisor currently at OAK STREET INVESTMENTS located in Greenwood Village, Colorado.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jacob has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Biography
SAF (Single-Advisor Firm) seeking healthcare and technology professionals, small business owners. Big net worth not required, sense of humor requested. Reach out to see if connection. Into the whole "flat-fee" thing. Love what I do and have fun guiding my clients to reach their objectives. Now on to the formal part:
Oak Street Investments is a Fee-Only investment management and comprehensive financial planning firm dedicated to providing transparent, unconflicted advice in the best interests of our clients. We help our clients clarify, plan for and achieve their financial goals while saving them time, money and helping them avoid costly mistakes.
Jacob Milder, Certified Financial Planner™, Chartered Financial Consultant and founder of Oak Street Investments was born and raised in St. Louis. Upon graduating from Washington University in St. Louis, he began his career as a research analyst for a Registered Investment Advisor. In 2005, he moved to Denver where his career progressed and before moving to Chicago in 2010, he was leading a 40-person sales force for a leading insurance company. In Chicago, Jacob worked as a Vice President for a Fortune 100 company prior to moving back to Colorado.
Jake lives in Suburban Denver with his wonderful family. When he's not working, you can find him spending time with family, his fantastic group of friends, laughing, reading, double-faulting in tennis, searching for golf balls in the rough, erasing crossword answers and passionately trying to locate the best cup of coffee in Denver! Jake has a deep love (and knowledge) of cars, but drives a Honda.
Schedule Your Complimentary Consultation
or visit our website at www.oakstreetinvestments.com for more information.
Thank You!
Question & Answer
What are your service offerings?
Insurance Planning
Small Business Planning
Comprehensive Financial Planni...
Inheritance
Investment Planning
Retirement Planning
Tax Planning
Do you have an area of expertise or specialization?
Corporate Executives
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
Medical Professionals
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Jacob I Milder | Jacob I. Milder | Jake Milder
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Ira Milder'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®
CFP®
Start date: 2011
Experience
Current
April 21, 2017 - Present
OAK STREET INVESTMENTS
Office #1: 5500 Greenwood Plaza Blvd Suite 130, Greenwood Village, CO 80111RIA
CRD#: 288019
Greenwood Village, CO
Past
October 3, 2014 - December 21, 2016
TRANSAMERICA CAPITAL, LLC
BD
CRD#: 8217
DENVER, CO
Past
April 10, 2012 - May 20, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
CLAYTON, MO
Past
March 30, 2012 - May 20, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
CLAYTON, MO
Past
August 20, 2010 - January 19, 2012
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
Past
November 2, 2005 - August 16, 2010
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
BD
CRD#: 40178
DENVER, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OAK STREET INVESTMENTS
OAK STREET CAPITAL LLC | OAK STREET TAX ADVISORY | OAK STREET INVESTMENTS | OAK STREET INVESTMENT ADVISORS, LLC
CRD#: 288019 / SEC#: 801-128057
RIA
Registered Investment Advisory firm - (5/26/2023 Approved)Colorado
Registered Investment Advisory firm - (6/20/2024 Terminated)Missouri
Registered Investment Advisory firm - (11/19/2020 Terminated)Texas
Registered Investment Advisory firm - (6/18/2024 Terminated)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
Colorado(4/21/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
OAK STREET INVESTMENTS
OAK STREET CAPITAL LLC | OAK STREET TAX ADVISORY | OAK STREET INVESTMENTS | OAK STREET INVESTMENT ADVISORS, LLC
CRD#: 288019 / SEC#: 801-128057
RIA
Registered Investment Advisory firm - (5/26/2023 Approved)Colorado
Registered Investment Advisory firm - (6/20/2024 Terminated)Missouri
Registered Investment Advisory firm - (11/19/2020 Terminated)Texas
Registered Investment Advisory firm - (6/18/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5500 Greenwood Plaza Blvd Suite 130, Greenwood Village, CO 80111
Mailing Address
Phone number
(720) 515-6822
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 152 |
| AUM (Assets Under Management) | $ 112,891,979 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
