Red Oak Financial is a Financial Planner in Lincoln, IL, located at 303 S Kickapoo St. The firm provides professional financial advice from a stewardship perspective to help clients take action for their financial well-being. Through LPL Financial, the team has access to a wide array of investment solutions and independent research. Services include monitoring financial plans as life circumstances change, defining goals, and shopping nationally for life, disability income, and long-term care insurance.
The firm utilizes a multi-generational team approach. Founder Brad Neal, CFP®, is an LPL Financial Advisor responsible for the investment process and client action plans. He holds a Bachelor of Biblical Literature from Ozark Bible College and a Master of Arts in Philosophy and Theology from Lincoln Christian Seminary. Stacy Tedrick, MS, CFP®, CKA®, CRPC®, AWMA®, joined the team in 2008 and holds a Master of Science in Personal Financial Planning from the College for Financial Planning. He has specialized expertise in insurance planning and holds several professional designations, including Certified Kingdom Advisor and Accredited Wealth Management Advisor.
Red Oak Financial operates from the second floor of the Regions Bank building in downtown Lincoln, with parking available in the bank lot off Clinton Street. The office is accessible via stairs or elevator from the lobby, with the firm located at the second door on the left side of the hallway. The business is open Monday through Friday from 8 AM to 5 PM CST. It can be reached by phone at (217) 735-3715 or toll-free at (800) 916-0057. Fax services are available at (217) 732-4514.
Red Oak Financial sits on S Kickapoo St in Lincoln, IL, just a tenth of a mile from the Logan County Courthouse and the Centennial Sundial.
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