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About

About This Business

Oak Street® provides commission-based loans to insurance agents and brokers. Their group of companies include Oak Street Funding services, Oak Street Lending services and Oak Street Servicing services.


The Oak Street® family of companies is wholly owned by First Financial Bank. Oak Street Servicing specializes in third-party loan servicing for banks and financial institutions

Products and Services

ACQUISITION LOAN
Looking to acquire an insurance agency, CPA practice, or investment advisor firm? We can help guide you through that process.

SUCCESSION & PARTNER BUY-IN LOAN
Make a well-deserved financial exit while we position future owners for long-term success.

WORKING CAPITAL LOAN
Get ahead with a working capital loan to hire new employees, upgrade technology, or launch a new marketing campaign.

DEBT RESTRUCTURE LOAN
Consolidate existing loans, reduce debt obligations, clean up your balance sheet, and improve liquidity.

BBB Accredited Since: 5/16/2025

Years in Business: 20

Business Details

BBB File Opened:
3/15/2007
Business Started:
3/4/2005
Business Incorporated:
6/13/2003
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Richard Dennen, Founder/CEO
Ms. Lindsey Schwomeyer, Senior Marketing Coordinator

Additional Contact Information

Principal Contacts
Mr. Richard Dennen, Founder/CEO
Ms. Lindsey Schwomeyer, Senior Marketing Coordinator
Customer Contacts
Ms. Kathy Yeary, Director of Customer Service
Ms. Lindsey Schwomeyer, Senior Marketing Coordinator

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

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