SageOak Financial, LLC (“SageOak”) is a registered investment adviser with the state of Oklahoma in the United States of America. SageOak may only transact business or render personalized investment advice in those states and jurisdictions where SageOak is registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or jurisdictions where SageOak and its staff are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. SageOak’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and/or links. Accordingly, the publication of SageOak’s website on the Internet should NOT be construed by any consumer and/or prospective client as SageOak’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment, legal, or tax advice for compensation, over the Internet.
SageOak is required to provide a Disclosure Brochure (Form ADV Part II) to you before an investment advisory relationship may be established between you and SageOak. A copy of SageOak’s current Disclosure Brochure (Form ADV Part II) discussing business operations, services, and fees is available from SageOak upon request by contacting SageOak via email at info@SageOakFinancial.com or by phone at (918)518-1533. Additional information about SageOak Financial, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov or on the Oklahoma Securities Commission website at www.securities.ok.gov/Firms-profs/DatabaseSearch.asp.