Justin Robert Baas
CFP®Professional Summary
Justin Robert Baas, CFP® is a registered financial advisor currently at OAK WEALTH ADVISORS LLC located in Northbrook, Illinois. Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Justin has worked at 5 firms and has passed the Series 66, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
OAK WEALTH ADVISORS LLC
Contact Information
Main Address
1363 Shermer Rd. Ste. 208, Northbrook, IL 60062Mailing Address
300 Cadillac Dr., Suite 300, Brentwood, TN 37027Phone Number
(847) 945-8888# of Employees
7SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
545AUM (Assets Under Management)
$373,663,197Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
OAK WEALTH ADVISORS LLC
State Registrations and Notice Filings
(2/5/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Justin Robert Baas's CRS (Customer Relationship Summary).
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