Silveroak Wealth Management LLC

Silveroak Wealth Management LLC (CRD# 110532) is a financial advisory firm headquartered in Edina, MN. They manage $532,589,677 in 1,020 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    533
    MILLION
  • Total Number of Accounts
    1,020
    ACCOUNTS
  • Average Account Value
    $522,147
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, MI, MN, NH, NY, TX, WI

Financial Advisors at Silveroak Wealth Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Shannon A. King
CRD#: 2599999
920 Second Avenue South, Suite 1550, Minneapolis, MN 55402
96
Wealthminder
score

Shannon King (CRD# 2599999) is an Investment Advisor Representative working at Silveroak Wealth Management LLC in Minneapolis, MN and has over 18 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.

2
Jonathan L. Scharlau
CRD#: 2168803
7650 Edinborough Way, Suite 250, Edina, MN 55435
96
Wealthminder
score

Jonathan Scharlau (CRD# 2168803) is an Investment Advisor Representative working at Silveroak Wealth Management LLC in Edina, MN and has over 26 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.

3
Kimberly R. Schwichtenberg
CRD#: 4387718
7650 Edinborough Way, Suite 250, Edina, MN 55435
96
Wealthminder
score

Kimberly Schwichtenberg (CRD# 4387718) is an Investment Advisor Representative working at Silveroak Wealth Management LLC in Edina, MN and has over 18 years of experience in the finance industry. Kimberly Schwichtenberg 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
Nicholas J. Thunker
CRD#: 6287940
7650 Edinborough Way, Suite 250, Edina, MN 55435
90
Wealthminder
score

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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.