Broker Check

Independent Associates

Charles joins Oak Partners from Stifel, Nicolaus & Company. He was previously the Managing Partner (and Cofounding Partner) of SG Cap Trading, LLC, an equities trading firm based in Chicago, until an acquisition in 2012. He...

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Shane Crist

Independent Associate

(513) 233-3300

(513) 233-3301

Shane Crist grew up in northeast Indiana and graduated from East Noble High School. He earned a Bachelor’s degree in Finance from Ball State University in 1993. After working for an investment company in Indianapolis for 10 years...

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Shane Crist

Independent Associate


Phone: (513) 233-3300
Fax: (513) 233-3301
E-mail: shane.crist@oakpartners.com

Shane Crist grew up in northeast Indiana and graduated from East Noble High School. He earned a Bachelor’s degree in Finance from Ball State University in 1993. After working for an investment company in Indianapolis for 10 years, Shane decided to become an independent representative in order to provide greater opportunities and services to his clients. He joined Oak Partners in the fall of 2005 and relocated to Cincinnati to open a new branch office.

Shane is focused on providing diversified investment portfolios for his clients to help them reach their individual financial goals. He looks to maintain long lasting relationships with his clients by providing exceptional service and investment guidance. Currently, Shane holds FINRA series 7, 63, and 66 registrations with SII Investments, Inc. and he is also a licensed insurance agent.

Shane lives in Clermont County with his wife, Maila, and their 3 young children. When not working, he enjoys traveling, golfing, skiing, and spending time with his family.