Oak Tree Insurance was founded by Corey Stich in 2013. Corey started in financial services in 2001 as a licensed banker for a major bank. After a successful career as a banker, he earned his securities licenses and began offering retirement planning to his bank clients as a financial advisor. In 2011 he began offering auto, home, business, and life insurance with a captive insurance agency. He soon realized the advantage of being an independent agent and is now a partner with Atlas Insurance Brokers. He operates as Oak Tree Insurance and has the ability to offer solutions through more than 50 different insurance companies. On May 31st, 2016 Corey sold his investment advisor practice to Diversified Wealth Management in order to focus solely on his insurance clients at Oak Tree Insurance.
Oak Tree Insurance is licensed in Minnesota, South Dakota, & Wisconsin. Proudly serving the cities of Prior Lake MN, Savage MN, Burnsville MN, Bloomington MN, Eden Prairie MN, Shakopee MN, Chaska MN, Edina MN, and more.
