GORDON OAK FINANCIAL, LLC

GORDON OAK FINANCIAL, LLC of PLANO, TX is an SEC-registered investment adviser (CRD 310697).

Registration

• CRD: 310697
• Type: Registered investment adviser
• Location: 6010 W. SPRING CREEK PKWY, PLANO, TX, 75024
• Phone: 214-326-0820
• Latest filing: 2026-02-24
• Clients: 1

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310697 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search