Silver Oak Securities, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

46947

SEC number

801-71178

Firm type

RIA

Assets under management

$2.4B as of May 7, 2026

Website

silveroaksecurities.com ↗

Phone

731-668-3825

Address

403 N. Parkway, Jackson, TN, 38305

Advisors at this firm

124 in our index · page 3 of 3

• Anita Marie SopenoffCRD 4711724 · Voorhees, NJ
  IA RegisteredBroker
• Jerry Leo SpiveyCRD 1354032 · Elberton, GA
  IA RegisteredBroker
• Matthew Lee StangeCRD 6165890 · Creston, IA
  IA RegisteredBroker
• Curtis Duane StoltzfusCRD 2602478 · Allentown, PA
  IA RegisteredBroker
• Michael Jude SullivanCRD 3080324 · Delaware, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Joanna Scardina SladeCRD 2472370 · Ponchatoula, LA
  IA RegisteredBroker
• Kevin TavasCRD 4296953 · Wilmette, IL
  IA RegisteredBroker
• David W ThompsonCRD 4042874 · Newport, VT
  Broker
• Paul Raymond TingleyCRD 1487162 · Martinsville, IN
  IA RegisteredBroker
• Grant Thomas TaggeCRD 7585024 · Omaha, NE
  Broker
• Robert Daniel VoegeliCRD 828569 · Fulton, KY
  IA RegisteredBroker
• Karen Sue WalkerCRD 4352532 · Lansing, MI
  Broker
• Andrew Robert WallaceCRD 4367954 · Sevierville, TN
  IA RegisteredBroker
• Scott Brooks WickerCRD 2517199 · Louisville, KY
  IA RegisteredBroker
• Jon Raymond WintereggCRD 1359847 · Greenwood, IN
  IA RegisteredBroker
• Jessica Railey WellsCRD 5604952 · Elsmere, KY
  Broker
• James Henry WhitesidesCRD 1437004 · Lawerenceville, GA
  Broker
• James Brandon WhitesidesCRD 4460932 · Lawerenceville, GA
  Broker
• Sandy Yang YuCRD 5815550 · Aurora, IL
  Broker
• Robert Murry YoungCRD 7699304 · Jackson, TN
  IA RegisteredBroker
• Zachary Allen ZettergrenCRD 4582128 · Hendersonville, TN
  IA RegisteredBroker
• Martin Zachary ZinserCRD 4407321 · Louisville, KY
  Broker
• George Herbert ZookCRD 4469600 · Lancaster, PA
  IA RegisteredBroker
• Samuel ZurcherCRD 6410114 · Creston, IA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.