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Merryl Hackman

Secretary at Oak Financial Group

Firm officerUpdated

Merryl Hackman has been Secretary of Oak Financial Group Inc, a investment adviser managing $177M, since February 1990.

36
Years in role
$177M
Firm AUM
131
Firm clients
2
Firm advisers

From Form ADV filed 17 March 2026Form ADV

Career

Merryl Hackman is not listed as a control person, but directly owns under 5% of Oak Financial Group.

Oak Financial Group is an investment adviser, registered with the SEC since 1992. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $177 million, as filed on 17 March 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
4355063
Firm
Oak Financial Group · CRD 106293
Role
Secretary
In role since
February 1990 · 36 years
Control person
Not listed
Direct ownership
Under 5%
Firm headquarters
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Merryl Hackman work?

Merryl Hackman has been Secretary of Oak Financial Group Inc since February 1990.

Source: Form ADV, Schedule A, filed 17 March 2026

How can I verify Merryl Hackman’s record?

Merryl Hackman’s role is listed on Oak Financial Group Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 106293.

Source: Form ADV, Schedule A, filed 17 March 2026

Leadership at Oak Financial Group

Sources

  1. IAPD individual lookup, CRD 4355063, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Oak Financial Group Inc, filed 17 March 2026. Title, control and ownership bands.