Jonathan Scharlau, CFA, CFP®

 

Partner

Jonathan is a Partner and Investment Consultant at SilverOak Wealth Management LLC. He has over 27 years of investment management experience as both an analyst and portfolio manager with several major financial services organizations. He has extensive experience in the investment industry and has spent many years assisting both individuals and institutions in building effective portfolio strategies. In addition, Jonathan works with his clients in developing comprehensive financial plans that take into account items such as risk management, tax planning and estate planning.

 

Jonathan's experience working with both individuals and institutions provides him a unique perspective. He offers his clients a comprehensive understanding regarding the financial markets and he works closely with them in defining and achieving their long-term goals.

Education

  • Carleton College - B.S. Political Science and Political Economy

  • Chartered Financial Analyst (CFA)

  • Certified Financial Planner (CFP®)

Professional Affiliations

  • Member, CFA Institute

  • Member, CFA Society of Minnesota

Click Here to view more SilverOak team members.

About SilverOak

Interested in learning more about SilverOak?

Contact Us

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.