Black Oak Securities, Inc. (BOS) is an independent broker dealer registered with the Securities and Exchange Commission (SEC) and a member of the Financial Industry Regulatory Authority (FINRA). With over 28 years of experience, BOS specializes in mutual funds and variable annuities, offering a range of investment options to help clients achieve their financial goals. Committed to integrity and loyalty, their team of licensed professionals provides personalized recommendations and works diligently to create portfolios tailored to individual needs.
Headquartered in Rochester, IL, BOS operates in nine U.S. states, including Arizona, Colorado, Illinois, Indiana, Iowa, Missouri, North Carolina, Texas, and Utah. Led by President and Chief Compliance Officer Dwan N. Gross, their team of experienced registered representatives and supervisory principals, such as Gerald L. Garfield, ensures that clients receive honest, ethical, and trustworthy service. Whether it's traditional or Roth IRAs, UGMA or UTMA accounts, individual or joint accounts, or workplace retirement accounts, BOS is dedicated to helping clients invest wisely and succeed financially.
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