Silverstone Asset Management Inc.

Silverstone Asset Management Inc. (CRD# 164600) is a financial advisory firm headquartered in Omaha, NE. They manage $554,947,669 in 211 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    555
    MILLION
  • Total Number of Accounts
    211
    ACCOUNTS
  • Average Account Value
    $2,630,084
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

IA, NE, SD

Financial Advisors at Silverstone Asset Management Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Thomas D. Kristensen
CRD#: 1127279
11516 Miracle Hills Dr., Suite 100, Omaha, NE 68154
96
Wealthminder
score

Thomas Kristensen (CRD# 1127279) is an Investment Advisor Representative working at Silverstone Asset Management Inc. in Omaha, NE and has over 23 years of experience in the finance industry.

2
Jeffrey D. Sharp
CRD#: 1408285
11516 Miracle Hills Dr., Suite 100, Omaha, NE 68154
96
Wealthminder
score

Jeffrey Sharp (CRD# 1408285) is an Investment Advisor Representative working at Silverstone Asset Management Inc. in Omaha, NE and has over 30 years of experience in the finance industry. Jeffrey Sharp 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
Thomas J. Vonriesen
CRD#: 2235723
11516 Miracle Hills Dr., Suite 100, Omaha, NE 68154
96
Wealthminder
score

Thomas Vonriesen (CRD# 2235723) is an Investment Advisor Representative working at Silverstone Asset Management Inc. in Omaha, NE and has over 24 years of experience in the finance industry.

4
Mark A. Weber
CRD#: 1033747
11516 Miracle Hills Dr., Suite 100, Omaha, NE 68154
96
Wealthminder
score

Mark Weber (CRD# 1033747) is an Investment Advisor Representative working at Silverstone Asset Management Inc. in Omaha, NE and has over 30 years of experience in the finance industry.

5
Amy A. Brown
CRD#: 4816201
11516 Miracle Hills Dr., Suite 100, Omaha, NE 68154
93
Wealthminder
score

Amy Brown (CRD# 4816201) is an Investment Advisor Representative working at Silverstone Asset Management Inc. in Omaha, NE and has over 10 years of experience in the finance industry.

6
Patrick M. Fay
CRD#: 3073542
11516 Miracle Hills Dr., Suite 100, Omaha, NE 68154
93
Wealthminder
score

Patrick Fay (CRD# 3073542) is an Investment Advisor Representative working at Silverstone Asset Management Inc. in Omaha, NE and has over 18 years of experience in the finance industry.

7
Anthony J. Sorrentino
CRD#: 1630070
11516 Miracle Hills Dr., Suite 100, Omaha, NE 68154
90
Wealthminder
score

Anthony Sorrentino (CRD# 1630070) is an Investment Advisor Representative working at Silverstone Asset Management Inc. in Omaha, NE and has 1 year of experience in the finance industry.

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