Silver Oak Securities, Inc. - Similar companies

Silver Oak Securities, Inc. is an independent, full‐service broker dealer and SEC Registered Investment Advisor focused on se ... rving the needs of independent wealth advisors who foster strong, trusted relationships with their clients. The firm is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC). Founded in 1999 by Principals with deep investment management and compliance experience spanning 40 years Our goal is to help independent advisors deliver world‐class client service while maximizing their profit potential. Our mission is to help advisors increase their profit margin while improving their service model to customers. Advisors have the advantage of the industry’s strongest financial custodial platforms and technology from TD Ameritrade And Schwab, while enjoying the flexibility of customized compliance, highly personalized service, the independence of non‐proprietary investment and insurance products, and pricing arrangements to enhance advisor profitability. We work with the best technology providers for reporting and portfolio management that help our advisors build a powerful brand, access to their investments across all media devises and deep integrations to your CRM and planning tools to effectively scale your practice. Securities and advisory services offered through Silver Oak Securities, Inc. member FINRA and SIPC. read more