Jon Winteregg, financial advisor Greenwood IN

Jon Winteregg

CRD Number: 1359847
Current Firm: Silver Oak Securities, Inc.

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.

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Company Name Location Dates Years
Silver Oak Securities, Inc. Greenwood, IN Sep 2022 - Current 1
Securities America, Inc. Greenwood, IN Sep 2020 - Sep 2022 2
Securities America Advisors, Inc. Greenwood, IN Sep 2020 - Sep 2022 2
Securities Service Network Greenwood, IN Dec 2012 - Sep 2020 7
Ssn Advisory, Inc. Greenwood, IN Dec 2012 - Sep 2020 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Jon R. Winteregg
Phone Number: 731-668-3825
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,092
    MILLIONS
  • Total Number of Accounts
    10,178
    ACCOUNTS
  • Average Account Value
    $107,319
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)
Types of Clients
Registered States

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

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