Unclaimed Profile

Shannon Alan King

SILVEROAK WEALTH MANAGEMENT LLC·EDINA, Minnesota

Series 6, Series 7, Series 65Clean record20 years registeredSILVEROAK WEALTH MANAGEMENT LLC

3600 MINNESOTA DRIVE, EDINA, MN 55435CRD# 2599999Firm CRD# 110532

Profile Verification

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

Identity

Shannon Alan King · EDINA, MN

Registration

CRD #2599999 · SILVEROAK WEALTH MANAGEMENT LLC · 20 years registered

Brand Profile

Not yet started

Career History

SILVEROAK WEALTH MANAGEMENT LLC

Aug 2005 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 65

Registration record

First registered · August 26, 2005

Years registered · 20

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 Shannon Alan King offer?

Shannon Alan King specializes in Financial Planning, Investment Management. Contact their office in EDINA, Minnesota for a consultation.

What are Shannon Alan King's credentials?

Shannon Alan King is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shannon Alan King located?

Shannon Alan King 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 Shannon Alan King charge for services?

Shannon Alan King'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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