SILVEROAK WEALTH MANAGEMENT LLC

EDINA, Minnesota·3 registered advisors·CRD# 110532
SEC# 801-602080952-896-5700
01

Firm Overview

AUM
$1.5B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SILVEROAK WEALTH MANAGEMENT LLC

3 registered advisors
Kathleen Jean Nelson
EDINA, Minnesota
Kimberly R. Schwichtenberg
EDINA, Minnesota
Shannon Alan King
EDINA, Minnesota
05

Office Locations

EDINA, Minnesota
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. SILVEROAK WEALTH MANAGEMENT LLC (CRD# 110532) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.