Working with a Silver Oak financial professional means you are in good hands. 
Your financial professional has a dedicated team working behind the scenes - giving them the freedom to work the way that suits their business - so they can focus their full attention on what matters most: you.

About Our Firm

Founded in 1999, Silver Oak started out as a small broker-dealer supporting commission-only financial professionals. Over time, we grew to embrace a mix of low cost financial professional solutions and planning with traditional broker dealer products. We eventually discovered inflection points that could present opportunities for professionals to better serve their customers leading to the creation of investment banking and wealth management solutions. Today, Silver Oak Securities, Inc. is not just a full-service broker dealer or registered investment advisor. We are both.

Our growth into a full-service financial institution offering a full suite of advisory solutions was born out of a desire to better serve you: our clients. We believe in providing opportunities for financial professionals to serve you in ways that suit you and your family's unique needs. By providing an intelligent and collaborative wealth management platform designed to simplify the complex, it's our goal to offer a full range of products and services that meet the needs of every investor.

We are passionate about serving our independent financial professionals dedicated to helping you navigate your financial journey.

Here's more about who we are & how we work to support your goals: