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 17 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 25 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 17 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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