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Phone: (608) 356-8333
Third Oak Investment Services

Third Oak Investment Services


Financial & Investment Services

About Us

As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investment products, and personal, efficient service.


  • Courteous Service
  • A trustworthy and competent financial advisor
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  • Newsletters
  • Financial Resources


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Rep/Contact Info

Jennifer Kinzler
Financial Advisor
Lisa McClyman
Financial Advisor
Laura Stanek
Financial Advisor
Peter Welsh
Financial Advisor
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