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Business Profile

Financial Services

Oak Street Funding, LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(866) 625-3863Write a Review

About

Overview

Oak Street Funding, LLC

8888 Keystone Xing Ste 1700

Indianapolis, IN 46240-7657

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See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM

BBB Accreditation & Rating

Oak Street Funding, LLC is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

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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

BBB Accredited Since: 5/16/2025

Years in Business: 21

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.

Business Details

Local BBB:
BBB Serving Central Indiana
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
Additional Phone Numbers
Other Phone: (317) 854-5146
Social Media

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

Business Categories
Financial Services, Loans, Business Services, Business Consultants, Business Loans

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.