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.

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 11 Best Financial Advisors in Minneapolis, St. Paul, and Edina in 2019.

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.

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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

SilverOak Wealth Management LLC

7650 Edinborough Way

Suite 250  

Edina, MN 55435 

Phone:  (952) 896-5700 

Email:  info@silveroakwealth.com

Check the background of this investment professional on FINRA's BrokerCheck

This website is in no way a solicitation or offer to sell securities or investment advisory services, except where applicable, in states where we are filed or where an exemption or exclusion from such filing exists.  There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any "linked" web sites.

© 2019 SilverOak Wealth Management LLC.  All rights reserved.