Unclaimed Profile

Shannon Alan King

SILVEROAK WEALTH MANAGEMENT LLC·EDINA, Minnesota

Clean recordSILVEROAK 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Shannon Alan King 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SILVEROAK WEALTH MANAGEMENT LLC

AUM

$1.5B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2599999

Firm CRD# 110532

View on FINRA BrokerCheck →

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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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