Silver Oak Securities, Inc.
Silver Oak Securities, Inc. (CRD# 46947) is a financial advisory firm headquartered in Jackson, TN. They manage $1,463,326,334 in 10,311 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management1,463MILLION
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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
Jeremy Tims (CRD# 4259325) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Sioux Falls, SD and has over 23 years of experience in the finance industry.
Paul Tingley (CRD# 1487162) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Martinsville, IN and has over 37 years of experience in the finance industry.
Robert Voegeli (CRD# 828569) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Fulton, KY and has over 41 years of experience in the finance industry.
Andrew Wallace (CRD# 4367954) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Sevierville, TN and has over 22 years of experience in the finance industry.
Scott Wicker (CRD# 2517199) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Louisville, KY and has over 29 years of experience in the finance industry.
James Wilson (CRD# 3160105) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Erlanger, KY and has over 25 years of experience in the finance industry.
Jon Winteregg (CRD# 1359847) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Greenwood, IN and has over 38 years of experience in the finance industry.
Zachary Zettergren (CRD# 4582128) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Nashville, TN and has over 21 years of experience in the finance industry.
George Zook (CRD# 4469600) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Columbia, PA and has over 22 years of experience in the finance industry.
Samuel Zurcher (CRD# 6410114) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in West Des Moines, IA and has over 6 years of experience in the finance industry.