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About SilverOak

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Cole Speer, CFP®

 

Portfolio Trading Specialist

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Cole is a Portfolio Trading Specialist at SilverOak Wealth Management. With over 7 years of industry experience, Cole supports SilverOak advisors in the analysis, trading, and rebalancing of client portfolios. In addition, Cole also supports due diligence and other team members when needed.

Prior to joining SilverOak in 2021, Cole worked as co-head of trading at an Asset Management Firm.  He received his Bachelor of Science degree in Finance, from St. Cloud State University.
 

Education

  • St. Cloud State University - B.S. Finance

SilverOak Wealth Management LLC

3600 Minnesota Drive

Suite 860  

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.

© 2024 SilverOak Wealth Management LLC.  All rights reserved.

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