Nicholas Thunker, financial advisor Edina MN

Nicholas Thunker

CRD Number: 6287940
Current Firm: Silveroak Wealth Management LLC

Nicholas Thunker (CRD# 6287940) is an Investment Advisor Representative working at Silveroak Wealth Management LLC in Edina, MN and has 1 year of experience in the finance industry. Nicholas Thunker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Silveroak Wealth Management Edina, MN Aug 2007 - Current 16

Nicholas Thunker has no recent exams reported.
Contact Info for Nicholas J. Thunker
Phone Number: 952-896-5700
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,355
    MILLIONS
  • Total Number of Accounts
    1,684
    ACCOUNTS
  • Average Account Value
    $804,516
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, FL, IL, MA, MI, MN, NH, NY, PA, TX, WI

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