Matthew Stange (CRD# 6165890) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Creston, IA and has over 10 years of experience in the finance industry.
CRD# 5749884
Lpl Financial LLC
CRD# 6862758
Edward Jones
CRD# 5831941
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silver Oak Securities | Jackson, TN | Sep 2023 - Current | < 1 |
| Securities America, Inc. | Urbandale, IA | May 2018 - Sep 2023 | 5 |
| Securities America Advisors | Urbandale, IA | May 2018 - Sep 2023 | 5 |
| Mutual Of Omaha Investor Services, Inc. | Omaha, NE | Sep 2013 - May 2018 | 4 |
| Mutual Of Omaha | Iowa City, IA | Mar 2013 - May 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- IA
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Total Assets Under Management1,463MILLIONS
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Total Number of Accounts10,311ACCOUNTS
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Average Account Value$141,919
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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