Jerald
Bennett
Silver Oak Securities, Inc
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About this Advisor
Jerald Bennett is a financial advisor based in Sellersburg, Indiana, working with Silver Oak Securities, Inc. Jerald has previously held positions at Wells Fargo Advisors LLC, Private Client Services, Bennett & Bennett Financial, and Silver Oak Securities Inc. Jerald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Jerald is part of Silver Oak Securities, Inc, which operates out of Sellersburg, Indiana. The firm has 76 offices and 105 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Silver Oak Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Silver Oak Securities, Inc Brokerage Details
$1,463,326,334
105
10,311
$141,919
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
Jerald Bennett Work History
Silver Oak Securities Inc
Bennett & Bennett Financial
Private Client Services
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Jerald Bennett 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
Brentwood, TN
Florence, KY
West Des Moines, IA
Indianapolis, IN
Chicago, IL
Beachwood, OH
Alpharetta, GA
Lexington, KY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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