SILVEROAK WEALTH MANAGEMENT LLC of EDINA, MN is an SEC-registered investment adviser (CRD 110532). Regulatory assets under management: $2.0B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Shannon Alan King | PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, CHAIR & MEMBER | — |
| Kathleen Jean Nelson | MEMBER, VICE PRESIDENT, TREASURER | — |
| HOGLE WILLIAM G | MEMBER | — |
| KAUFMANN ALLEN B | MEMBER; MEMBER, SECRETARY | — |
| NELSON KATHLEEN | MEMBER | — |
| SCHWICHTENBERG KIMBERLY R | MEMBER; MEMBER, CHIEF MANAGER | — |
| SILVERMAN PERRY PAUL | MEMBER | — |
| THORVILSON JOHN L | MEMBER; MEMBER, TREASURER | — |
| KING SHANNON ALAN | MEMBER; PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER; PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, CHAIR & MEMBER (+1 more) | — |
| BARANICK TIMOTHY MARK | MEMBER | — |
| OLSON LYLE E | MEMBER | — |
| STANZAK JANET ANN | MEMBER; PRESIDENT & MEMBER | — |
| NELSON KAREN JEAN | MEMBER, VICE PRESIDENT, TREASURER | — |