Matthew OelkingCRD 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 12 years of experience in the finance industry.
Silver Oak Securities, Inc.
Ftb Advisors, Inc.
Ftb Advisors, Inc.
|Silver Oak Securities Inc.||Jackson, TN||Oct 2011 - Current||6|
|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|
Total Assets Under Management215MILLIONS
Total Number of Accounts1,901ACCOUNTS
Average Account Value$112,986
- 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
- Selection of other advisers (including private fund managers)
- Market timing services
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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