Matthew Oelking, financial advisor Jackson TN
98 score

Matthew Oelking

CRD Number: 4513459
Current Firm: Silver Oak Securities, Inc.

Matthew Oelking (CRD# 4513459) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Jackson, TN and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Silver Oak Securities Inc. Jackson, TN Oct 2011 - Current 5
Unemployed New Orleans, LA Aug 2011 - Oct 2011 < 1
Morgan Stanley Smith Barney Baton Rouge, LA Nov 2009 - Aug 2011 1
Unemployed Metarie, CA Sep 2009 - Nov 2009 < 1
Wrap Manager Inc. San Francisco, CA Jul 2009 - Aug 2009 < 1
Unemployed San Francisco, CA Apr 2009 - Jul 2009 < 1
Fisher Investments Woodside, CA Sep 2006 - Apr 2009 2
Primerica Financial Services Duluth, GA Oct 2002 - Aug 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2005
S65 NASAA Investment Advisors Law Examination Dec 2006
S66 NASAA Uniform Combined State Law Examination Jan 2010
Contact Info for Matthew J. Oelking
By the Numbers
  • Total Assets Under Management
    215
    MILLIONS
  • Total Number of Accounts
    1,901
    ACCOUNTS
  • Average Account Value
    $112,986
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MI, MO, NC, NH, NM, OH, PA, SC, TN, TX, VA, WI

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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