Nick Thunker, CFP®, CSA

 

Service Advisor

Nick is a Service Advisor at SilverOak Wealth Management LLC.  He has been with the firm for more than 11 years and currently works with clients in a comprehensive fashion to help them achieve their long-term financial goals.  In addition, he assists other SilverOak advisors in the management of client relationships while also being integral in the compilation of financial plans for SilverOak clients.

 

Prior to joining SilverOak, Nick served four years in the United States Marine Corps, attaining the rank of Sergeant. He received Bachelor of Science degrees in both Finance and Economics from Minnesota State University, Mankato. Nick has been a member of the Financial Planning Association since 2006.  Nick also volunteers with AccountAbility Minnesota, which is an organization that prepares tax returns for low income taxpayers.

Education

  • Minnesota State University - B.S. Economics and Finance

  • Certified Financial Planner (CFP®)

Professional Affiliations

  • Member, Financial Planning Association

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