Jacob I. Milder, CFP® Oak Street Investments

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About Jacob I. Milder, CFP®

Oak Street Investment Advisors LLC is a Fee-Only comprehensive financial planning and investment management firm dedicated to providing transparent, unconflicted advice in the best interests of our clients. We are a Registered Investment Advisor and serve as fiduciaries in all capacities. We help our clients clarify, plan for and achieve their financial goals while saving them time, money and helping them avoid costly mistakes.

Jacob Milder, Certified Financial Planner™ and founder of Oak Street Investments was born and raised in St. Louis. Upon graduating from Washington University in St. Louis, he began his career as a research analyst for a Registered Investment Advisor. In 2005, he and his wife moved to her hometown of Denver. Jacob’s career progressed and before moving to Chicago in 2010, he was leading a 40-person sales force for a leading insurance company. In Chicago, Jacob worked as a Vice President for a Fortune 100 company prior to moving back to Colorado. Over his 15-year tenure in financial services, Jacob has worked with hundreds of financial advisors and their clients to help them build stronger relationships, and better financial plans and portfolios. He’s seen the many ways the client-advisor relationship can be improved and has built a firm dedicated to providing a less conflicted, more enjoyable and more transparent client experience.

Oak Street Investments serves clients of all backgrounds and clients of all incomes and net worths, though we specialize in helping small-business owners, technology and healthcare professionals.
Jake lives in Suburban Denver with his wife Julie, a scientist, two daughters and lazy adopted dog. When he’s not working, you can find him spending time with family, his fantastic group of friends, laughing, reading, double-faulting in tennis, searching for golf balls in the rough, erasing crossword answers and passionately trying to locate the best cup of coffee in Denver!

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Ideal Clients

  • Business Owners
  • Gen X
  • Medical Professionals
  • Offers Free Assistance to Furloughed Government Workers
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $200
  • Financial Plan – Flat Fee: $1000
  • Hourly: $200
  • AUM: .60%

SEC Records

States Registered

  • Colorado

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