North Oaks Financial Group

North Oaks Financial Group Any financial advisor can get you to think about your money. Carter Michaelson, Wealth Advisor
Licensed to do business in MN, WI, and OH.

We provide guidance to align your values and finances, giving you the freedom to think beyond your money. North Oaks Group

Keith Berg, Wealth Advisor
Designations: CFP®, FIC
Licensed to do business in AZ, CO, IA, MN, MT, ND, NE, NJ, WA, and WI. Luke Schneider, Wealth Advisor
Designations: CFP®, FIC
Licensed to do business in AZ, CO, IA, MN, ND, NE, NJ, WA, and WI. Melissa Montgomery, Associate
L

icensed to do business in MN


North Oaks Financial Group may utilize third-party websites, including social media websites, blogs, and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. North Oaks Financial Group and Thrivent Advisor Network, LLC are not affiliated companies. Securities offered through Purshe Kaplan Sterling Investments(“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and North Oaks Financial Group are not affiliated companies. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

We are proud to sponsor Every Meal and grateful for the opportunity to support their fight against child hunger by packi...
09/16/2025

We are proud to sponsor Every Meal and grateful for the opportunity to support their fight against child hunger by packing food with some of our wonderful clients earlier this month.

We are proud to sponsor Invisible Wounds Project and enjoyed attending their "Blue Jean Ball" last Friday night.
05/07/2025

We are proud to sponsor Invisible Wounds Project and enjoyed attending their "Blue Jean Ball" last Friday night.

Please join us in congratulating Taylor Moline on becoming a Certified Financial Planner!
09/12/2024

Please join us in congratulating Taylor Moline on becoming a Certified Financial Planner!

We are proud to support Invisible Wounds Project, a local non-profit that provides access to therapy and other life-chan...
07/18/2024

We are proud to support Invisible Wounds Project, a local non-profit that provides access to therapy and other life-changing services to Minnesota’s military, first responders, frontline medical staff, corrections, dispatch, and their families.

NOFG's Luke Schneider, Maggie Farrell and Andy Jolivette attended the grand opening of IWP's service center in Forest Lake last week and presented a donation to executive director Russ Hanes.

12/24/2023
We're proud of Carter Michaelson for becoming a Behavioral Financial Advisor. The BFA is a designation for financial adv...
03/21/2023

We're proud of Carter Michaelson for becoming a Behavioral Financial Advisor. The BFA is a designation for financial advisors that combines learning from psychology, brain science and leadership. All members of our advisory team are now BFAs, and it has been instrumental to our mission of helping people "think beyond their money."

Congratulations to Carter Michaelson on passing all the courses and exams to become a Certified Financial Planner!
01/19/2023

Congratulations to Carter Michaelson on passing all the courses and exams to become a Certified Financial Planner!

07/21/2022

Learn how we can help align your values and finances so you can think beyond your money.

Please visit www.northoaksfinancial.com for important disclosures.

05/10/2022

Unlike the perms Patty had in the 80s, a perm(anent) life insurance policy has a lasting benefit, whereas a term life insurance policy does not (although it less expensive). Watch this video to learn more about the main differences between term and perm life insurance.

03/29/2022

Our mission is to help you Think Beyond Your Money. Hear from our team about what that means to us.

What does, "Think Beyond Your Money" mean to you?

Address

200 Village Center Drive, Suite 200
Vadnais Heights, MN
55127

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

+16516350500

Website

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