SilverOak Wealth Management Employee Directory
SilverOak Wealth Management corporate office is located in 7650 Edinborough Way Ste 250, Edina, Minnesota, 55435, United States and has 11-50 employees.
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Employees by Department
Departments
Number of employees
Finance
9
Operations
8
C-Suite
2
Legal
1
Key Employees of SilverOak Wealth Management
- SK
SilverOak Wealth Management Global Presence
| Location | People at location |
| North America | 11-50 |
Index of contact profiles from SilverOak Wealth Management
- Director, Operations & Compliance
- United States , Minnesota , Edina
- President & Chief Compliance Officer, Member
- United States , Minnesota , Edina
- Investment Analyst
- United States , Minnesota , Edina
- Manager, Tax
- United States , Minnesota , Edina
- Senior Director
- United States , Minnesota , Edina
- Partner
- United States , Minnesota , Edina
- Owner
- United States , Minnesota , Edina
- Administrative Assistant
- United States , Minnesota , Edina
- Service Advisor
- United States , Minnesota , Edina
- Administrative Assistant
- United States , Minnesota , Edina
- Portfolio Trading
- United States , Minnesota , Edina
- Partner
- United States , Minnesota , Edina
- Associate Para-Planner
- United States , Minnesota , Edina
- Associate Paraplanner
- United States , Minnesota , Edina
- Portfolio Management Specialist
- United States , Minnesota , Edina
- Financial Planning Specialist & Service Advisor
- United States , Minnesota , Edina
- Senior Operations Specialist
- United States , Minnesota , Edina
- Associate Paraplanner
- United States , Minnesota , Edina
- Senior Administrative Assistant
- United States , Minnesota , Edina
- Service Advisor
- United States , Minnesota , Edina
- Team Lead, Administration
- United States , Minnesota , Edina
Former Employees at SilverOak Wealth Management
Explore people who held key positions, contributed to SilverOak Wealth Management's success, and advanced their careers.
Wealth Associate & Pla... at Cerity Partners
Worked as Operational Specialist
at SilverOak Wealth Management
Financial Planner at Your Financial Pharmac...
Worked as Associate Paraplanner
at SilverOak Wealth Management
Manager, Operations at Creative Planning
Worked as Administrative Assistant
at SilverOak Wealth Management (2016-2021)
Global Manager, Tax at Patterson Companies
Worked as Senior Director, Tax Services
at SilverOak Wealth Management (2018-2021)
Senior Credit Analyst at Iowa Trust
Worked as Associate Para-Planner
at SilverOak Wealth Management (2019-2022)
Servicing Advisor at Fiat Wealth Management
Worked as Paraplanner
at SilverOak Wealth Management (2025-2025)
Explore More
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Frequently Asked Questions Regarding SilverOak Wealth Management Employees
SilverOak Wealth Management LLC is an independent wealth management firm based in Edina, Minnesota, specializing in comprehensive financial planning and investment advisory services. The firm focuses on helping clients achieve their personal and business financial goals through a fee-only model, ensuring that clients' interests are prioritized. The... Read More
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