0001931246-22-000001.txt : 20220613 0001931246-22-000001.hdr.sgml : 20220613 20220613111813 ACCESSION NUMBER: 0001931246-22-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20220613 DATE AS OF CHANGE: 20220613 EFFECTIVENESS DATE: 20220613 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Oakland Financial Services, Inc. CENTRAL INDEX KEY: 0001931246 IRS NUMBER: 930717509 STATE OF INCORPORATION: IA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-448945 FILM NUMBER: 221011020 BUSINESS ADDRESS: STREET 1: 301 OAKLAND AVENUE CITY: OAKLAND STATE: IA ZIP: 51560 BUSINESS PHONE: 402-873-3388 MAIL ADDRESS: STREET 1: 301 OAKLAND AVENUE CITY: OAKLAND STATE: IA ZIP: 51560 D 1 primary_doc.xml X0708 D LIVE 0001931246 Oakland Financial Services, Inc. 301 OAKLAND AVENUE OAKLAND IA IOWA 51560 402-873-3388 IOWA None None Corporation true W. Grant Gregory 301 OAKLAND AVENUE Oakland IA IOWA 51560 Executive Officer Director Chairman of the Issuer Paul Olson 301 OAKLAND AVENUE Oakland IA IOWA 51560 Executive Officer Director Vice President of the Issuer. Ashley Brooks 301 Oakland Avenue Oakland IA IOWA 51560 Executive Officer Chief Credit Officer of the Issuer Kassie Joregenson 301 Oakland Avenue Oakland IA IOWA 51560 Executive Officer Chief Operating Officer and Executive Vice President of the Issuer. Commercial Banking Decline to Disclose 06b false 2022-06-06 false true false 100000 Performance Trust Capital Partners, LLC 36155 None None 500 West Madison Suite 470 Chicago IL ILLINOIS 60661 MO MISSOURI WY WYOMING TX TEXAS NE NEBRASKA IA IOWA KS KANSAS CA CALIFORNIA false 13000000 13000000 0 false 10 325000 0 0 false Oakland Financial Services, Inc. /s/ Paul Olson Paul Olson Vice President 2022-06-13