Silveroak Wealth Management LLC

Silveroak Wealth Management LLC (CRD# 110532) is a financial advisory firm headquartered in Edina, MN. They manage $1,318,803,257 in 1,581 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,319
    MILLION
  • Total Number of Accounts
    1,581
    ACCOUNTS
  • Average Account Value
    $834,158
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
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.

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

Financial Advisors at Silveroak Wealth Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Alexander W. Dunne
CRD#: 6927779
3600 Minnesota Drive, Suite 860, Edina, MN 55435

Alexander Dunne (CRD# 6927779) is an Investment Advisor Representative working at Silveroak Wealth Management LLC in Edina, MN and has 1 year of experience in the finance industry. Alexander Dunne 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.

2
Shannon A. King
CRD#: 2599999
3600 Minnesota Drive, Suite 860, Edina, MN 55435

Shannon King (CRD# 2599999) is an Investment Advisor Representative working at Silveroak Wealth Management LLC in Edina, MN and has over 22 years of experience in the finance industry. Shannon King 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
Kathleen J. Nelson
CRD#: 4387727
3600 Minnesota Drive, Suite 860, Edina, MN 55435

Kathleen Nelson (CRD# 4387727) is an Investment Advisor Representative working at Silveroak Wealth Management LLC in Edina, MN and has over 22 years of experience in the finance industry. Kathleen Nelson 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
Jonathan L. Scharlau
CRD#: 2168803
3600 Minnesota Drive, Suite 860, Edina, MN 55435

Jonathan Scharlau (CRD# 2168803) is an Investment Advisor Representative working at Silveroak Wealth Management LLC in Edina, MN and has over 30 years of experience in the finance industry. Jonathan Scharlau 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
Nicholas J. Thunker
CRD#: 6287940
3600 Minnesota Drive, Suite 860, Edina, MN 55435

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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