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Kathleen Jean Nelson

SILVEROAK WEALTH MANAGEMENT LLC·EDINA, Minnesota
Unclaimed Profile
3600 MINNESOTA DRIVE, EDINA, MN 55435CRD# 4387727Firm CRD# 110532
01

About

Kathleen Jean Nelson is a registered financial advisor based in EDINA, Minnesota, affiliated with SILVEROAK WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SILVEROAK WEALTH MANAGEMENT LLC
SILVEROAK WEALTH MANAGEMENT LLC
AUM
$1.5B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at SILVEROAK WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4387727
Firm CRD# 110532
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathleen Jean Nelson offer?
Kathleen Jean Nelson specializes in Financial Planning, Investment Management. Contact their office in EDINA, Minnesota for a consultation.
What are Kathleen Jean Nelson's credentials?
Kathleen Jean Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Jean Nelson located?
Kathleen Jean Nelson is based in EDINA, Minnesota, working with SILVEROAK WEALTH MANAGEMENT LLC. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does Kathleen Jean Nelson charge for services?
Kathleen Jean Nelson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SILVEROAK WEALTH MANAGEMENT LLC?
SILVEROAK WEALTH MANAGEMENT LLC has approximately 20 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EDINA
Gregory Jerald Mortenson — CAPSTONE ADVISORY GROUP LLCScott Michael Siverhus — CAPSTONE ADVISORY GROUP LLCJonathan Todd Guyton — CORNERSTONE WEALTH ADVISORS, INC.Cory Stewart Kiner — PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.Ryan Michael Carlson — CONTEGO CAPITAL GROUP, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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