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Jeffrey Michael Mann

SILVER OAK SERVICES PARTNERS,LLC·EVANSTON, Illinois
Clean recordSILVER OAK SERVICES PARTNERS,LLC
1560 SHERMAN AVE, SUITE 1200, EVANSTON, IL 60201CRD# 6020880Firm CRD# 160904

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Michael Mann · EVANSTON, IL
Registration
CRD #6020880 · SILVER OAK SERVICES PARTNERS,LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Michael Mann is a registered financial advisor based in EVANSTON, Illinois, affiliated with SILVER OAK SERVICES PARTNERS,LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SILVER OAK SERVICES PARTNERS,LLC
SILVER OAK SERVICES PARTNERS,LLC
AUM
$1.3B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at SILVER OAK SERVICES PARTNERS,LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6020880
Firm CRD# 160904
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Michael Mann offer?
Jeffrey Michael Mann specializes in Retirement Planning. Contact their office in EVANSTON, Illinois for a consultation.
What are Jeffrey Michael Mann's credentials?
Jeffrey Michael Mann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Michael Mann located?
Jeffrey Michael Mann is based in EVANSTON, Illinois, working with SILVER OAK SERVICES PARTNERS,LLC. Their office serves clients in the EVANSTON metropolitan area and surrounding communities.
How does Jeffrey Michael Mann charge for services?
Jeffrey Michael Mann's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SILVER OAK SERVICES PARTNERS,LLC?
SILVER OAK SERVICES PARTNERS,LLC has approximately 22 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SILVER OAK SERVICES PARTNERS,LLC

Gregory Maxwell Barr
EVANSTON, IL
Linda S. Epstein
EVANSTON, IL
Daniel Michael Gill
EVANSTON, IL

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
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City Guides
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Research
Advisor Fees in IllinoisNational Fee Analysis
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