Chief Compliance OfficerOak Family Advisors, LLCCRD 6267305
About Kathleen Ann Helminski
Kathleen Ann Helminski is listed as Chief Compliance Officer at Oak Family Advisors, LLC in Chicago, IL. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Oak Family Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kathleen Ann Helminski work?
Kathleen Ann Helminski is listed as Chief Compliance Officer at Oak Family Advisors, LLC on SEC Form ADV.
How much of Oak Family Advisors, LLC does Kathleen Ann Helminski own?
Form ADV reports a beneficial ownership band of Under 5%.