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About SilverOak

Awards & Recognition

SilverOak is proud to be recognized for awards and listings.  Any reference to any award, recognition, listing or ranking for SilverOak and/or its employees is done on behalf of unaffiliated third parties and should not be construed as any endorsement.  The criteria used are determined by the unaffiliated third-party organization and are generally based on publicly available information and/or information provided by SilverOak to the organization.  Any award, recognition, or ranking does not evaluate the quality of our services provided to clients and is not indicative of any past or future performance. 

 

For additional information on criteria used, please see the links applicable to each award or recognition or contact our office for further information. 

 

For SilverOak’s full disclosure and additional information, click here

Financial Times Top 300 Registered Investment Advisors

For the fifth year, SilverOak was named a Financial Times Top 300 Registered Investment Advisor in 2020. 

 

For selection criteria and the complete listing, please click here.

CNBC Top 100 Fee-Only Wealth Management Firm

SilverOak was ranked #8 on CNBC's 2014 national list of the Top 100 Fee-Only Wealth Management Firms.

For selection criteria and the complete listing, please click here.

Advisory HQ Top Financial Advisors in the Twin Cities

SilverOak was listed in Advisory HQ's Top 12 Best Financial Advisors in Minneapolis, St. Paul, and Edina in 2020.

For selection criteria and the complete listing, please click here.

Five Star Wealth Manager Awards

Five Star Wealth Managers are named each year using an in-depth research methodology that includes ten objective criteria, including education and professional designations, experience, client retention ratios and assets under management.

For more information, please visit fivestarprofessional.com.

2023: Shannon King, Kathy Nelson, Jonathan Scharlau, Nick Thunker & Alex Dunne

2022: Shannon King, Kathy Nelson, Jonathan Scharlau & Nick Thunker

2021: Shannon King, Kathy Nelson, Jonathan Scharlau & Nick Thunker 

2020: Shannon King, Kathy Nelson, Jonathan Scharlau & Nick Thunker

2019: Shannon King, Kim Schwichtenberg, Jonathan Scharlau & Nick Thunker

2018: Shannon King, Kim Schwichtenberg & Jonathan Scharlau 

2017: Shannon King, Kim Schwichtenberg, Jonathan Scharlau & John Thorvilson 

2016: Shannon King, Kim Schwichtenberg, Jonathan Scharlau, Al Kaufmann & John Thorvilson 

2015: Shannon King, Kim Schwichtenberg & Jonathan Scharlau

2012: Shannon King, Kim Schwichtenberg, Jonathan Scharlau, Al Kaufmann & John Thorvilson 

2014: Shannon King

2011: Shannon King, Kim Schwichtenberg & Al Kaufmann

2013: Shannon King & Kim Schwichtenberg

2010: Shannon King, Kim Schwichtenberg & Jonathan Scharlau

Professional Associations

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