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About SilverOak

Awards & Recognition

Financial Times Top 300 Registered Investment Advisors

For the fourth consecutive year, SilverOak was named a Financial Times Top 300 Registered Investment Advisor in 2018. 

 

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

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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.

Shannon, Kathy, Jonathan & Nick were recognized as 2020 Five Star Wealth Managers! 

2019 Five Star Logo Horizontal (2019-03-

Shannon, Kim, Jonathan & Nick were recognized as 2019 Five Star Wealth Managers!  Click Here to view the official announcement.

Shannon, Kim, Jonathan & John were recognized as 2017 Five Star Wealth Managers!

Shannon, Kim & Jonathan were recognized as 2015

Five Star Wealth Managers!

Shannon & Kim were recognized as 2013

Five Star Wealth Managers!

Shannon, Kim & Al were recognized as 2011

Five Star Wealth Managers!

Shannon, Kim, & Jonathan were recognized as 2018 Five Star Wealth Managers!

Shannon, Kim, Jonathan, Al & John were recognized as 2016 Five Star Wealth Managers!

Shannon was recognized as a 2014 Five Star Wealth Manager!

Shannon, Kim, Jonathan, Al & John were recognized as 2012 Five Star Wealth Managers!

Shannon, Kim & Jonathan were recognized as 2010 Five Star Wealth Managers!

Professional Associations

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