Fund Companies & Products Offered
American Funds - Capital Group
American General Life Insurance Company
American General Life Insurance Company
American General Life Insurance Company
American General Life Insurance Company
American General Life Insurance Company
Amundi Pioneer
American General Life Insurance Company
Fidelity Investments
Fidelity Investments
Fidelity Investments
Fidelity Investments
Franklin Templeton
Fidelity Investments
Franklin Templeton
Invesco
Fidelity Investments
Franklin Templeton
John Hancock Investments
John Hancock Investments
John Hancock Investments
Lincoln Financial Group
John Hancock Investments
John Hancock Investments
MFS Funds
John Hancock Investments
Nuveen Funds
Nuveen Funds
PIMCO Investments
Nuveen Funds
Hartford Funds
PIMCO Investments
PIMCO Investments
PIMCO Investments
PIMCO Investments
PIMCO Investments
Fund companies & products offered
Prudential Annuities
Prudential Annuities
Prudential Annuities
Putnam Investments
Prudential Annuities
Prudential Annuities
TransAmerica
Prudential Annuities
TransAmerica
Wells Fargo
Nationwide Annuities
TransAmerica
Nationwide Annuities
Nationwide Annuities
Nationwide Annuities
Talcott Resolution
Nationwide Annuities
Nationwide Annuities
PGIM Investments
PGIM Investments
PGIM Investments
About Us
Black Oak Securities, Inc. (BOS) is registered with the Securities and Exchange Commission (SEC) as a broker dealer (BD) and is a member of the Financial Industry Regulatory Authority (FINRA). BOS is an independent BD that has been conducting limited securities business since 1992. BOS business consists of mutual funds and variable annuities. Our firm is registered in 9 U.S states (Arizona, Colorado, Illinois, Indiana, Iowa, Missouri, North Carolina, Texas and Utah) .
All members of our team are duly licensed and qualified. Our team is honest, ethical, trustworthy, truthful, timely and reliable. We are all committed to act with integrity and loyalty. You can count on us to work diligently on your behalf as recommendations are being made.
Type of account recommendations may include Traditional IRA's, Roth IRA's, UGMA's, UTMA's, Individual accounts, Joint accounts, Rollovers, and/or workplace retirement accounts. We will help you create a portfolio that meets your financial goals and investment objectives.
Our team
Dwan N. Gross
Gerald L. Garfield
Gerald L. Garfield
Dwan is the President and Chief Compliance Officer of Black Oak Securities, Inc..
Dwan is a registered representative and supervisory principal with 8 years experience. She is located in Pawnee, Illinois and is currently licensed in the state of Arizona, Colorado, Illinois, Indiana, Iowa, Missouri, North Carolina, Texas and Utah. She may be reached at 217-498-7876.
Gerald L. Garfield
Gerald L. Garfield
Gerald L. Garfield
Jerry is the Finance and Operations Principal of Black Oak Securities, Inc..
Jerry is a registered representative with 36 years experience. He operates out of Pawnee, Illinois and is currently licensed in the state of Colorado, Illinois and Utah. He may be reached at 217-498-7876.
Eric R. Stark
Gerald L. Garfield
Alvin M. Mavis
Eric is a registered representative of our firm and supervisory principal with 37 years experience. He is located in Pawnee, Illinois and is currently licensed in the state of Colorado, Illinois, Indiana, Iowa and Missouri. He may be reached at 217-498-7876.
Alvin M. Mavis
Bradley D. Pyles
Alvin M. Mavis
Marty is a registered representative of our firm with 40 years experience. He operates out of Pawnee, Illinois and is currently licensed in the state of Colorado, Illinois and Texas. He may be reached by phone at 303-775-7160.
Bradley D. Pyles
Bradley D. Pyles
Bradley D. Pyles
Brad is a registered representative of our firm and supervisory principal with 16 years experience. He is located in Macomb, Illinois and is currently licensed in the state of Illinois and Missouri. He may be reached by phone at 309-588-4909.
Paul R. Fehr
Bradley D. Pyles
Bradley D. Pyles
Paul is a registered representative of our firm with 20 years of experience. He operates out of Pawnee, Illinois and is currently licensed in the state of Illinois. He may be reached by phone at 309-370-6847.
Howard P. Harris
Howard P. Harris
Howard P. Harris
Pat is a registered representative of our firm with 29 years of experience. He is located in Macomb, Illinois and is currently licensed in the state of Illinois. He may be reached by phone at 309-833-3089.
Steven B. Harsh
Howard P. Harris
Howard P. Harris
Steve is a registered representative of our firm with 36 years experience. He is located in Normal, Illinois and is currently licensed in the state of Illinois. He may be reached by phone at 309-452-4344.
Beau J. Ingledue
Howard P. Harris
Beau J. Ingledue
Beau is a registered representative of our firm with 23 years experience. He is located in Macomb, Illinois and is currently registered in the state of Colorado, Illinois, Indiana, Iowa, North Carolina and Texas. He may be reached by phone at 309-833-1755.
Our team
James I. Rindfleisch
James I. Rindfleisch
James I. Rindfleisch
Jim is a registered representative of our firm with 40 years experience. He is located in Hanna City, Illinois and is currently licensed in the state of Illinois. He may be reached by phone at 309-565-4479.
Derek J. Ross
James I. Rindfleisch
James I. Rindfleisch
Derek is a registered representative of our firm with 30 years experience. He is located in Barry, Illinois and is currently licensed in the state of Illinois and Missouri. He may be reached by phone at 217-698-4095.
Stanley M. Rushford
James I. Rindfleisch
Stanley M. Rushford
Stan is a registered representative of our firm with 35 years experience. He is located in Pekin, Illinois and is currently licensed in the state of Illinois and Texas. He may be reached by phone at 309-346-3315.
Richard R. Smith
Richard R. Smith
Stanley M. Rushford
Rick is a registered representative of our firm with 30 years experience. He is located in Williamsfield, Illinois and is currently licensed in the state of Colorado, Illinois, Indiana and Iowa. He may be reached by phone at 309-635-3276.
Adam C. Stallo
Richard R. Smith
Adam C. Stallo
Adam is a registered representative of our firm with 13 years experience. He is located in Marceline, Missouri and is currently licensed in the state of Missouri. He may be reached by phone at 660-376-3581.
Broker Check
Richard R. Smith
Adam C. Stallo
For more information on our firm and each representative listed above please visit the BrokerCheck website at https://brokercheck.finra.org/
Contact Us
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Hours
Monday - Friday: 8:00am - 4:30pm
Copyright © 2023 Black Oak Securities, Inc. - All Rights Reserved.
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