Testimonials
Satisfied clients make compliance fun and rewarding for us.
Our clients have a lot to say…
Derrick Vermillion
Chief Compliance Officer
Impact Partnership
I love working with your team. They are always so responsive, helpful and insightful and make my experience with AdMaster first class. Please share this email with your organization and others. Thank you.
Jim McGuire
Sierra Investment Partners, Inc.
Red Oak is highly responsive and the level of understanding and interpretation of Sierra’s needs is demonstrated time and time again. The end product, through our collaborative efforts, is always superb. I would recommend Red Oak for all your compliance needs!!
Neal Falkenberry
Autumn Wind Asset Management, LLC
We are very happy with the compliance work Red Oak provides us. We outsource as much as possible to Red Oak to keep us focused on managing money and the business. Always accessible and current of compliance topics an RIA and hedge fund faces on recurring basis.
Matt Weber
NV Capital Advisors LLC
Red Oak Compliance is quick and attentive to our needs and they have proven themselves to be in command of the nuances of RIA and securities regulation compliance for our fund. It’s the one area of my operation that I outsource and I have complete faith in their abilities.
Susan O’Reilly
Konnect Wealth and Health, LLC
As a representative with over 25 years of experience in the industry I considered drafting and filing my own registration documents. The smartest decision I made for my new RIA was to outsource that responsibility to Red Oak Compliance Solutions. They got my approval quickly and efficiently—even working after hours—saving me a lot of time which ultimately saved me money. Their work was superior—they didn’t just meet my expectations they exceeded them. I would highly recommend them to anyone who needs their services.
Lauri Friel
Director of Compliance
CNL Securities Corp.
We are very pleased with our decision to use AdMaster. With AdMaster our Compliance team does not need to involve our IT team for tasks such as: creating spreadsheets linking to the bulk export of documents, administration of users, customizing data entry fields and drop down fields. I highly recommend AdMaster given my experience and their high quality of service.
Don Ames
CEO
Ames Capital Management
Red Oak Compliance handles my compliance requirements and they are terrific!
Brandon Krieg
Founding Member
Stash Invest
Just wanted to say thank you!
Emanuel Romero
Chief Compliance Officer
Futurity First Insurance Group
You guys rock!
Monica L. Young
Compliance & Suitability Department
Partners Advantage
AdMaster really makes it easy to share, edit, update, and store documents for Compliance purposes and it’s made my job much easier to manage everyone.
Corey Gamble
Chief Compliance Officer
Hansen McClain
Thanks for everything. AdMaster has been one of the best software experiences I’ve had in a long time.
Tom Kennedy
Advertising Compliance Executive Director
Waddell & Reed and Ivey Funds
I can’t tell you how pleased I am! AdMaster has made my job so much easier!
Michael Koch
CCO
Thornhill Securities
Since securities compliance is never a joke, we implicitly trust the services of Red Oak. Extremely knowledgeable with great customer service, they’re the only consultant we use to serve us. The systems are great, and the people are too. In this complex world they tell us what to do.