Kathleen Jean Nelson appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Kathleen Jean Nelson appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-26 | Form ADV | SILVEROAK WEALTH MANAGEMENT LLC | MEMBER, VICE PRESIDENT, TREASURER | EDINA, MN |