Broker Check
Brock  Naaman

Brock Naaman

Wealth Advisor

brock.naaman@oakpartners.com

Brock grew up in Central Indiana where he attended Plainfield High School. He graduated in 2018 from Indiana University with a Bachelor’s degree in Finance. 

In 2019, Brock was introduced to the financial markets as we know them by a longtime friend. From that point forward, his interest was in technical analysis. Brock first built his own trading models and then began trading on his own in 2020. In 2024, he was recruited by Jason Urbaniak to help provide multigenerational financial guidance that educates, empowers and endures. Brock is committed to close the generational divide in financial literacy and create lasting connections that support families for generations to come. 

Brock is an Investment Advisor Representative of LPL Financial, an independent broker/dealer. Brock holds registrations, through LPL Financial, in General Securities (Series 7) and Uniform Combined State Law (Series 66). He is a fiduciary who values risk management tremendously. Brock lives in Valparaiso and enjoys spending time on the water, fishing, playing tennis, and shooting pool with his grandfather.