silver oak securities

Dedicated to building visionary
investment advisory practices

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Welcome to Silver Oak

Silver Oak Securities, Inc. is a full-service Investment Advisor and Broker Dealer with over 20 years of experience in the independent financial services community. We are an advisor owned firm with a long-term business objective. As a full service firm, we equip you with all the tools you need to experience independent  success from the front office to the back office.

We help you Define Your Worth.

Higher Payouts

Low Monthly Branch Fees

Personalized One-on-One Service

Equity Ownership Opportunities

Silver Oak has an intelligent and collaborative wealth management platform designed to simplify the complexity of digitization that connects financial leaders to your business. The platform provides a full range of products and services to meet the needs of today’s investors.

Trading Portfolio Management Billing Financial Planning Compliance Business Planning

Changing the Paradigm

We all want to be a part of the $30 trillion wealth transfer happening in our industry. Traditional products and services will not be enough. Advisors need to think outside the box and they need a firm that thinks that way as well. From portfolio management to planning, we believe that advisors have to show the real value in their services. We help you do just that.

Integrations

Testimonials from current advisors

Mike Moffitt

Silver Oak is a breadth of fresh air for the seasoned high-integrity advisor. They have not only been very responsive to our regulatory needs but have looked to find ways to say “yes” rather than looking for reasons to say “no” to our marketing needs. They are always willing to think outside the box and provide us with all the tools we need to be successful.

Mike Moffitt

Cornerstone Financial Group

Meredith Dekker

Transitioning your clients to a new platform is never easy but Billy and his team made the process smooth and painless. They are a tech savvy and forward-thinking firm that is willing to think outside the box. Their regulatory support is second to none which gives us peace of mind. We have been working with Silver Oak for two years and are happy we joined their team.

Meredith Dekker ChFC®, CDFA®

Dekker Financial Services, LLC

Andy Wallace

Connecting with Silver Oak Securities has been one of the best decisions I have made in my two decades of being in this industry. The team is experienced enough to provide counsel and nimble enough to adapt so that we can stay on top of client service, technology, marketing, and compliance related matters as our firm continues to grow and evolve.

Andy Wallace, CFP®

Financial Planner & Investment Advisor, Comprehensive Financial Strategies, LLC

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