What are the opening hours?

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

North Oaks Financial Group

Home
United States
Vadnais Heights, MN
North Oaks Financial Group

Any financial advisor can get you to think about your money. North Oaks Financial Group and Thrivent Advisor Network, LLC are not affiliated companies.

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. Mark Chamoun, Associate Advisor

Designations: CSLP®
Licensed 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. Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI 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.

07/15/2026

We are proud to have been nominated for BEST FINANCIAL PLANNER in the Reader's Choice "Best of the Press."

Vote for us here: https://www.presspubs.com/white_bear/bestof/

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.

05/07/2025

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

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

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?

01/11/2022

We want to help align your values in all areas of life, not just your finances.

12/15/2021

Thinking beyond your money requires a plan with purpose that is aligned with your values.

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

https://northoaksfinancial.com/

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