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Financial ADVSR advisor directory · SEC adviser records

Silver Oak Securities, Incorporated financial advisors in Indiana

Every SEC-registered investment adviser representative at a Silver Oak Securities, Incorporated office in Indiana, by city and A to Z.

The short answer

7 registered advisors work at Silver Oak Securities, Incorporated in Indiana, out of 110 nationwide; it's the firm's number 5 state by advisors, and the most are in Sellersburg (2). 2 list the CFP designation and 7 are also registered broker representatives.

Silver Oak Securities, Incorporated advisors by city in Indiana

Every firm in Indiana →

Sellersburg 2Clay City 1Floyds Knob 1Greenwood 1Martinsville 1Nappanee 1

Silver Oak Securities, Incorporated advisors in Indiana, A to Z

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Silver Oak Securities, Incorporated advisors in every state →Silver Oak Securities, Incorporated: assets, clients and custodians →Advisor Moves: who changed firms this week →

Silver Oak Securities, Incorporated in other states

Tennessee 35Kentucky 17Pennsylvania 8Illinois 7South Carolina 5New York 4Iowa 3Louisiana 3

Questions

How many Silver Oak Securities, Incorporated financial advisors are in Indiana?

7 investment adviser representatives are registered at Silver Oak Securities, Incorporated offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 110 at the firm nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.

Where in Indiana does Silver Oak Securities, Incorporated have the most advisors?

Sellersburg, with 2, then Clay City (1). Silver Oak Securities, Incorporated has advisors in 6 cities in Indiana.

How do I check a Silver Oak Securities, Incorporated advisor in Indiana?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Silver Oak Securities, Incorporated office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.