Adam
Dekker

Silver Oak Securities, Inc

CRD#6281587
Investment Advisor
in Chandler, AZ

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About this Advisor

Adam Dekker is a certified financial planner operating out of Chandler, Arizona, with a total of 2 years of relevant experience. Dekker is an employee of Silver Oak Securities, Inc. The advisor has gained experience at Sutterfield Financial Group, Saipan Community School, Meredith Dekker Financial Services, LLC and Silver Oak Securities, LLC. Dekker has a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Arizona. Silver Oak Securities, Inc is a business operating out of Jackson, TN. It has offices in 75 locations and a total of 96 people on staff. It administers $1 billion in total assets among its 10,178 accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 10,178 accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets. Silver Oak Securities, Inc offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually depend on which services are provided. However, fees charged by Silver Oak Securities, Inc likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2705 S. Alma School Road Suite 2
Chandler, AZ 85286

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Silver Oak Securities, Inc Brokerage Details

Total Assets Under Management

$1,092,291,574

AZ Average: $730,596,643
Total Number of Employees

96

AZ Average: 15
Total Number of Accounts

10,178

AZ Average: 968
Average Account Size

$107,319

AZ Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Adam Dekker Work History

Adam has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Silver Oak Securities, LLC

2020 - Present (4 years)

Meredith Dekker Financial Services, LLC

2013 - Present (11 years)

Meredith Dekker Financial Services, LLC

2013 - 2019 (6 years)

Sutterfield Financial Group

2012 - 2013 (1 year)

Saipan Community School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Dekker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Silver Oak Securities, Inc

Darin Schmidt
Florence, KY
Ryan Ledden
Alpharetta, GA
Charles Christian
Madisonville, LA
George Gardner
Tigard, OR
Jacob Gardner
Toledo, OH
Sean Biven
Louisville, KY
Michael Jones
Burlington, NC
Bryce Wandell
Mount Joy, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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