A complete list of active advisors currently associated with OK401K, Inc.

Warmer can help you find a great advisor at OK401K, Inc. or one who fits your needs even better.

Ok401k, Inc. provides investment advisory services to individuals (including high‑net‑worth clients), corporations and business entities, and retirement plans such as 401(k) and other employee benefit plans. The firm reports managing roughly $53.3 million across about 128 clients and offers ongoing portfolio management, retirement plan/IRA management, and pension consulting services. The firm’s process emphasizes a documented Investment Policy Statement for each client, using modern portfolio theory and the Riskalyze “Find Your Risk Number” process to set risk tolerance and long‑term trading strategies across mutual funds, ETFs, fixed income and annuity options. For retirement plan work it typically manages plan lineups directly—using target date funds, mutual funds, stable value funds and custom ETFs—and may recommend third‑party managers when appropriate. What is distinctive is the firm’s substantive pension and institutional work and its predominantly non‑discretionary asset base: the brochure discloses approximately $18.1 million in discretionary assets versus $35.2 million in non‑discretionary assets. That combination of pension consulting, direct management of workplace retirement plan investments, and formal risk‑profiling with Riskalyze is less common among solo independent advisers.

To learn more about the advisors currently working at OK401K, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.