Articles from Silver Oak Securities, Inc.

Silver Oak Securities, Inc., a leading independent broker-dealer and SEC-registered investment advisor, has partnered with TaxStatus to provide its network of independent financial advisors with direct access to IRS-verified financial data and continuous account monitoring. The integration eliminates the traditional back-and-forth of collecting tax returns and financial documents, allowing advisors to access ten years of historical financial data through a simple 60-second client e-signature process.

Silver Oak Securities, a leading Hybrid RIA championing the spirit of the independent advisor by marrying the autonomy and individuality of smaller firms announced today that Lifetime Financial Group has joined its growing network. Based in Wilmette, Illinois, Lifetime Financial Group is a comprehensive financial planning firm managing $154 million in client assets for more than 200 households.

Silver Oak Securities, Inc., a leading Hybrid RIA championing the spirit of the independent advisor by marrying the autonomy and individuality smaller firms embrace with the back-office power and support typically reserved for large broker-dealer institutions, is pleased to announce that Pathway Financial Design, a prominent Michigan-based financial planning firm, has joined its growing network of financial professionals. The addition brings $155 million in assets under management and strengthens Silver Oak's presence in the Midwest region.