Silver Oak Securities, Inc.

Silver Oak Securities, Inc. (CRD# 46947) is a financial advisory firm headquartered in Jackson, TN. They manage $230,952,528 in 1,972 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    231
    MILLION
  • Total Number of Accounts
    1,972
    ACCOUNTS
  • Average Account Value
    $117,116
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Silver Oak Securities, Inc.
Showing 1 - 10 of 47 top financial advisors.
1
Matthew J. Oelking
CRD#: 4513459
3339 N. Highland Ave, Jackson, TN 38305
98
Wealthminder
score

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.

2
Robert F. Bisser
CRD#: 1210038
# 2 Altazano Drive, Santa Fe, NM 87505
96
Wealthminder
score

Robert Bisser (CRD# 1210038) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Santa Fe, NM and has over 31 years of experience in the finance industry. Robert Bisser 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.

3
Charles J. Christian
CRD#: 1540727
403 N. Parkway, Suite 202, Jackson, TN 38305
96
Wealthminder
score

Charles Christian (CRD# 1540727) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Jackson, TN and has over 20 years of experience in the finance industry. Charles Christian 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.

4
Lisa B. Dreher
CRD#: 4244086
565 Marriot Drive, Suite 810, Nashville, TN 37214
96
Wealthminder
score

Lisa Dreher (CRD# 4244086) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Nashville, TN and has over 17 years of experience in the finance industry. Lisa Dreher 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.

5
Bradley B. Kessler
CRD#: 5976378
403 N. Parkway, Suite 202, Jackson, TN 38305
96
Wealthminder
score

Bradley Kessler (CRD# 5976378) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Jackson, TN and has over 5 years of experience in the finance industry. Bradley Kessler 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.

6
Ed T. McManus
CRD#: 1435191
122 Lee Parkway Drive, Suite 100, Chattanooga, TN 37421
96
Wealthminder
score

Ed McManus (CRD# 1435191) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Chattanooga, TN and has over 32 years of experience in the finance industry.

7
Grafton P. Newman
CRD#: 736611
Memphis, TN
96
Wealthminder
score

Grafton Newman (CRD# 736611) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Memphis, TN and has over 30 years of experience in the finance industry.

8
James C. Nicholson
CRD#: 5313260
436 South 7th Street, Suite 200, Louisville, KY 40203
96
Wealthminder
score

James Nicholson (CRD# 5313260) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Louisville, KY and has over 10 years of experience in the finance industry. James Nicholson 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.

9
Ryan L. Pitts
CRD#: 5586530
75 Cavalier Blvd Ste. 316, Florence, KY 41042
96
Wealthminder
score

Ryan Pitts (CRD# 5586530) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Florence, KY and has over 9 years of experience in the finance industry. Ryan Pitts 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.

10
Robert D. Voegeli
CRD#: 828569
208 Main Street, Fulton, KY 42041
96
Wealthminder
score

Robert Voegeli (CRD# 828569) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Fulton, KY and has over 35 years of experience in the finance industry.

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