Unclaimed Profile

Kimberly R. Schwichtenberg

SILVEROAK WEALTH MANAGEMENT LLC·EDINA, Minnesota

Series 66Clean record12 years registeredSILVEROAK WEALTH MANAGEMENT LLC

7650 EDINBOROUGH WAY, EDINA, MN 55435CRD# 4387718Firm CRD# 110532

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kimberly R. Schwichtenberg · EDINA, MN

Registration

CRD #4387718 · SILVEROAK WEALTH MANAGEMENT LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SILVEROAK WEALTH MANAGEMENT LLC

SILVEROAK WEALTH MANAGEMENT LLC

Jan 2014 – Jan 2020

EDINA, MN

Registrations & Exams

FINRA examinations passed

Series 66

Registration record

First registered · January 9, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SILVEROAK WEALTH MANAGEMENT LLC

CRD 110532 · SEC 801-60208

AUM

$1.5B

Regulatory assets under management

Employees

1,802 client accounts

Services offered by SILVEROAK WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SILVEROAK WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Kimberly R. Schwichtenberg offer?

Kimberly R. Schwichtenberg specializes in Financial Planning, Investment Management.

What are Kimberly R. Schwichtenberg's credentials?

Kimberly R. Schwichtenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimberly R. Schwichtenberg located?

Kimberly R. Schwichtenberg is based in EDINA, Minnesota, last registered with SILVEROAK WEALTH MANAGEMENT LLC.

How does Kimberly R. Schwichtenberg charge for services?

Kimberly R. Schwichtenberg'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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