Jon
Winteregg
Silver Oak Securities, Inc
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About this Advisor
Jon Winteregg is a financial advisor based out of Greenwood, Indiana with a total of 1 year of industry experience. Winteregg currently works for Silver Oak Securities, Inc. During their career, the advisor has held roles at Securities Service Network, Ssn Advisory, Inc, Securities America, Inc, Securities America Advisors, Inc and Silver Oak Securities, Inc. Winteregg has Series 63 and Series 66 licenses, designating them as a securities agent, and can work in Indiana. Silver Oak Securities, Inc is a financial advisory company that has its headquarters in Jackson, TN. The company has offices in 75 locations and a total of 96 employees. It manages $1 billion in assets between its 10,178 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 10,178 client accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on which services the firm provides the client. However, fee types charged by Silver Oak Securities, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Silver Oak Securities, Inc Brokerage Details
$1,092,291,574
96
10,178
$107,319
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
Jon Winteregg Work History
Jon has been registered as a financial advisor for 1 years.*
Silver Oak Securities, Inc
Securities America, Inc
Securities America Advisors, Inc
Securities Service Network
Ssn Advisory, Inc
*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 Jon Winteregg 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
Florence, KY
Alpharetta, GA
Macon, GA
Toledo, OH
Madisonville, LA
Indianapolis, IN
Brentwood, TN
Greenwood, IN
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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