Form D · Commercial Banking
Oakland Financial Services, Inc.
Oakland, IA · CIK 0001931246
Offering snapshot reported Jun 13, 2022 · SEC filing
- Reported sold
- $13M Offering amount: $13M
- Investors reported
- 10 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jun 6, 2022 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 13, 2022 | Initial | $13,000,000 | No comparison | 10 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $325K
- Finders' fees
- $0
- Form D file number
- 021-448945
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Performance Trust Capital Partners, LLC | 36155 |
Source: Form D, filed Jun 13, 2022. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Ashley Brooks | Executive |
| W. Grant Gregory | Director, Executive |
| Kassie Joregenson | Executive |
| Paul Olson | Director, Executive |
Issuer details
Industry: Commercial Banking (See others in industry)
Address:
301 Oakland Avenue
Oakland, IA, 51560
Oakland, IA, 51560