Welcome to River Oak Partners
Everything we do at River Oak Partners starts with why we do it, our clients. Or as we refer to them "Our Partners."
River Oak Partners is passionate about transforming the typical client-advisor relationship. Our independent association with the broker dealer Money Concepts and Pershing allows for direct access to industry leading products and service. This independence allows us to place what is most important first, you!
We serve as devoted advisors to advance client objectives through dedicated and thoughtful implementation.
River Oak Partners is passionate about transforming the typical client-advisor relationship. Our independent association with the broker dealer Money Concepts and Pershing allows for direct access to industry leading products and service. This independence allows us to place what is most important first, you!
We serve as devoted advisors to advance client objectives through dedicated and thoughtful implementation.
Kirk Paulsen is licensed to sell and/or discuss Securities Products only to residents of the states listed: AZ, CA, FL, NC, NJ, NM, NY, OR, PA, SC, TX, UT, VA, WA
Kirk Paulsen is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: SC
Kirk Paulsen is licensed to sell and/or discuss Insurance Products only to residents of the states listed: NY, SC, UT
Kirk Paulsen is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: SC
Kirk Paulsen is licensed to sell and/or discuss Insurance Products only to residents of the states listed: NY, SC, UT
Licenses
- Series 55, 63, 65, 66, 7