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About SilverOak

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Duncan Pederson

 

Associate Para-Planner

Duncan is an Associate Para-planner at SilverOak Wealth Management. Among other things, his primary roles include assisting a team of advisors to effectively execute the financial planning process as well as providing advisors with deliverables for client meetings.

 

Prior to joining SilverOak, Duncan worked in an associate role at a start-up wealth management firm primarily focusing on meeting preparation and creating financial plans for clients. He received his Bachelor of Science in Finance and a minor in Accounting from Concordia University – St. Paul in December of 2017.

Education

  • Concordia University - B.S. Finance, Accounting Minor

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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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