Silveroak Wealth Management LLC
Legal Name: SILVEROAK WEALTH MANAGEMENT LLC
Full Contact Details
Silveroak Wealth Management LLC
7650 EDINBOROUGH WAY, SUITE 250, EDINA, MN
952-896-5700
952-896-5719
Other Info
Silveroak Wealth Management LLC is a reputable Minnesota-based limited liability company with 16 employees, 7 of whom are dedicated to providing advisory services. With a solid SEC status that's been approved since April 2001, this company has a commendable track record. Serving 10 clients, Silveroak Wealth Management is committed to providing unmatched financial solutions to individuals and businesses alike.
SilverOak Wealth Management LLC | Edina, MN | Financial Planner
Comprehensive Wealth Management, Financial Advisor, Executive Counseling, and Certified Financial Planner in Minneapolis/Edina, Minnesota area.
Direct Owners
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ALLEN B. KAUFMANN
MEMBER, SECRETARY owns more than 10% but less than 25%
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JOHN L. THORVILSON
MEMBER, TREASURER owns more than 10% but less than 25%
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KIMBERLY R. SCHWICHTENBERG
MEMBER, CHIEF MANAGER owns more than 10% but less than 25%
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SHANNON ALAN KING
PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER owns more than 25% but less than 50%