Silveroak Wealth Management LLC

Silveroak Wealth Management LLC (CRD# 110532) is a financial advisory firm headquartered in Edina, MN. They manage $1,354,804,251 in 1,684 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,355
    MILLION
  • Total Number of Accounts
    1,684
    ACCOUNTS
  • Average Account Value
    $804,516
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, MA, MI, MN, NH, NY, PA, TX, WI

Financial Advisors at Silveroak Wealth Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Alexander W. Dunne
CRD#: 6927779
3600 Minnesota Drive, Suite 860, Edina, MN 55435

Alexander Dunne (CRD# 6927779) is an Investment Advisor Representative working at Silveroak Wealth Management LLC in Edina, MN and has 1 year of experience in the finance industry.

2
Shannon A. King
CRD#: 2599999
3600 Minnesota Drive, Suite 860, Edina, MN 55435

Shannon King (CRD# 2599999) is an Investment Advisor Representative working at Silveroak Wealth Management LLC in Edina, MN and has over 24 years of experience in the finance industry.

3
Kathleen J. Nelson
CRD#: 4387727
3600 Minnesota Drive, Suite 860, Edina, MN 55435

Kathleen Nelson (CRD# 4387727) is an Investment Advisor Representative working at Silveroak Wealth Management LLC in Edina, MN and has over 24 years of experience in the finance industry.

4
Jonathan L. Scharlau
CRD#: 2168803
3600 Minnesota Drive, Suite 860, Edina, MN 55435

Jonathan Scharlau (CRD# 2168803) is an Investment Advisor Representative working at Silveroak Wealth Management LLC in Edina, MN and has over 32 years of experience in the finance industry.

5
Nicholas J. Thunker
CRD#: 6287940
3600 Minnesota Drive, Suite 860, Edina, MN 55435

Nicholas Thunker (CRD# 6287940) is an Investment Advisor Representative working at Silveroak Wealth Management LLC in Edina, MN and has 1 year of experience in the finance industry.

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