Stifel, Nicolaus & Company
45yrs
Top advisor by experience in Rochester
25yrs
Patrick Strausbaugh
Full name on record: Patrick Michael Strausbaugh
Financial advisor at Oak Investments
Patrick Strausbaugh is a fiduciary financial advisor in Rochester, Michigan, with 25 years in the industry. Patrick joined Oak Investments in 2025.
One of 172 advisors with offices in Rochester, and one of 161 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 73% of advisors in Rochester
Office800 W. University Drive Suite B, Rochester, MI 48307
FirmOak Investments
How the firm is paid ?Other
States licensed ?1 state
Services through Oak Investments
Other services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2025 – nowOak Investments, LLCCurrent firm
Contact Patrick
Local office(248) 301-6460Ask for Patrick. (248) 242-7101Main office 800 W. University Drive Suite BRochester, MI 48307Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Patrick’s local office at (248) 301-6460 or the Oak Investments main office at (248) 242-7101, and ask for Patrick Strausbaugh.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2001, about 25 years. More experience than 73% of advisors in Rochester.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Oak Investments reports being paid by other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Osaic Wealth
44yrs
Top 1% by experience in Rochester
LPL Financial
43yrs
Top 1% by experience nationwide
CPR Investments
41yrs
Top 2% by experience in Rochester
LPL Financial
40yrs
Top 3% by experience in Rochester
LPL Financial
39yrs
Top 3% by experience in Rochester